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 7-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 | $24,561 | $62,586-60.8% | $76,768-68.0% | $64,186-61.7% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,747 | $1,832-4.6% | $2,485-29.7% | $2,381-26.6% |
| Participant deferral / active EE | $2,510 | $3,145-20.2% | $3,852-34.8% | $3,470-27.7% |
| Admin fee / account holder | $1,064 | $4,667-77.2% | $6,675-84.1% | $4,888-78.2% |