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 | $25,456 | $52,836-51.8% | $105,738-75.9% | $64,186-60.3% |
| Participation rate | 80.0% | 66.5%+13.5pp | 76.3%+3.7pp | 69.6%+10.4pp |
| Annual return | -5.59% | 14.30%-19.9pp | 6.27%-11.9pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,006 | $2,545+57.4% | $4,080-1.8% | $3,470+15.5% |
| Admin fee / account holder | $11,086 | $3,959+180.0% | $6,913+60.4% | $4,888+126.8% |