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 | $39,426 | $61,660-36.1% | $80,019-50.7% | $64,186-38.6% |
| Participation rate | 90.4% | 71.7%+18.7pp | 75.8%+14.6pp | 69.6%+20.9pp |
| Annual return | -6.80% | -0.33%-6.5pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,537 | $1,810+40.1% | $2,468+2.8% | $2,381+6.6% |
| Participant deferral / active EE | $2,984 | $2,968+0.5% | $3,686-19.0% | $3,470-14.0% |
| Admin fee / account holder | $3,167 | $5,417-41.5% | $6,521-51.4% | $4,888-35.2% |