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 | $23,482 | $62,586-62.5% | $76,768-69.4% | $64,186-63.4% |
| Participation rate | 97.0% | 72.8%+24.2pp | 77.0%+20.0pp | 69.6%+27.4pp |
| Annual return | -4.94% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $473 | $1,832-74.2% | $2,485-81.0% | $2,381-80.1% |
| Participant deferral / active EE | $3,837 | $3,145+22.0% | $3,852-0.4% | $3,470+10.6% |
| Admin fee / account holder | $1,658 | $4,667-64.5% | $6,675-75.2% | $4,888-66.1% |