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 | $48,132 | $62,586-23.1% | $76,768-37.3% | $64,186-25.0% |
| Participation rate | 81.0% | 72.8%+8.1pp | 77.0%+4.0pp | 69.6%+11.4pp |
| Annual return | -6.99% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $11,018 | $3,145+250.4% | $3,852+186.1% | $3,470+217.6% |
| Admin fee / account holder | $632 | $4,667-86.5% | $6,675-90.5% | $4,888-87.1% |