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 | $26,953 | $61,660-56.3% | $80,019-66.3% | $64,186-58.0% |
| Participation rate | 96.7% | 71.7%+25.0pp | 75.8%+20.8pp | 69.6%+27.1pp |
| Annual return | -1.49% | -0.33%-1.2pp | 11.22%-12.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $943 | $1,810-47.9% | $2,468-61.8% | $2,381-60.4% |
| Participant deferral / active EE | $2,469 | $2,968-16.8% | $3,686-33.0% | $3,470-28.8% |
| Admin fee / account holder | $3,937 | $5,417-27.3% | $6,521-39.6% | $4,888-19.5% |