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 | $27,705 | $62,586-55.7% | $76,768-63.9% | $64,186-56.8% |
| Participation rate | 96.4% | 72.8%+23.6pp | 77.0%+19.5pp | 69.6%+26.9pp |
| Annual return | -4.33% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,937 | $1,832+5.8% | $2,485-22.0% | $2,381-18.6% |
| Participant deferral / active EE | $2,229 | $3,145-29.1% | $3,852-42.1% | $3,470-35.8% |
| Admin fee / account holder | $4,981 | $4,667+6.7% | $6,675-25.4% | $4,888+1.9% |