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 | $46,081 | $61,660-25.3% | $80,019-42.4% | $64,186-28.2% |
| Participation rate | 93.5% | 71.7%+21.9pp | 75.8%+17.7pp | 69.6%+24.0pp |
| Annual return | -2.77% | -0.33%-2.4pp | 11.22%-14.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,401 | $1,810+32.6% | $2,468-2.7% | $2,381+0.8% |
| Participant deferral / active EE | $2,507 | $2,968-15.5% | $3,686-32.0% | $3,470-27.7% |
| Admin fee / account holder | $7,518 | $5,417+38.8% | $6,521+15.3% | $4,888+53.8% |