See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,726 | $52,836-49.4% | $105,738-74.7% | $64,186-58.4% |
| Participation rate | 96.9% | 66.5%+30.3pp | 76.3%+20.5pp | 69.6%+27.3pp |
| Annual return | -6.52% | 14.30%-20.8pp | 6.27%-12.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,046 | $1,827-42.8% | $3,268-68.0% | $2,381-56.1% |
| Participant deferral / active EE | $2,416 | $2,545-5.1% | $4,080-40.8% | $3,470-30.4% |
| Admin fee / account holder | $4,723 | $3,959+19.3% | $6,913-31.7% | $4,888-3.4% |