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 | $42,409 | $43,327-2.1% | $59,878-29.2% | $64,186-33.9% |
| Participation rate | 96.7% | 69.2%+27.5pp | 74.7%+22.0pp | 69.6%+27.1pp |
| Annual return | -2.32% | -1.55%-0.8pp | 3.46%-5.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,640 | $2,028+30.1% | $2,722-3.0% | $2,381+10.9% |
| Participant deferral / active EE | $1,346 | $2,546-47.1% | $3,402-60.4% | $3,470-61.2% |
| Admin fee / account holder | $5,679 | $3,005+89.0% | $3,590+58.2% | $4,888+16.2% |