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 | $26,778 | $49,280-45.7% | $67,313-60.2% | $64,186-58.3% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -7.29% | -1.39%-5.9pp | -4.08%-3.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $879 | $1,668-47.3% | $2,566-65.7% | $2,381-63.1% |
| Participant deferral / active EE | $3,660 | $2,484+47.3% | $3,568+2.6% | $3,470+5.5% |
| Admin fee / account holder | $4,098 | $3,863+6.1% | $4,507-9.1% | $4,888-16.2% |