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 | $23,907 | $62,586-61.8% | $76,768-68.9% | $64,186-62.8% |
| Participation rate | 75.4% | 72.8%+2.5pp | 77.0%-1.6pp | 69.6%+5.8pp |
| Annual return | -7.03% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,554 | $1,832-15.2% | $2,485-37.5% | $2,381-34.7% |
| Participant deferral / active EE | $2,699 | $3,145-14.2% | $3,852-29.9% | $3,470-22.2% |
| Admin fee / account holder | $383 | $4,667-91.8% | $6,675-94.3% | $4,888-92.2% |