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 | $48,477 | $58,577-17.2% | $83,333-41.8% | $64,186-24.5% |
| Participation rate | 88.1% | 72.0%+16.1pp | 77.8%+10.3pp | 69.6%+18.5pp |
| Annual return | -5.01% | 9.65%-14.7pp | 10.63%-15.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,790 | $2,098+33.0% | $3,379-17.4% | $2,381+17.2% |
| Participant deferral / active EE | $6,020 | $4,654+29.4% | $5,565+8.2% | $3,470+73.5% |
| Admin fee / account holder | $3,042 | $9,275-67.2% | $7,510-59.5% | $4,888-37.8% |