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 | $42,379 | $62,586-32.3% | $76,768-44.8% | $64,186-34.0% |
| Participation rate | 74.1% | 72.8%+1.3pp | 77.0%-2.9pp | 69.6%+4.5pp |
| Annual return | -3.47% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $746 | $1,832-59.3% | $2,485-70.0% | $2,381-68.7% |
| Participant deferral / active EE | $4,018 | $3,145+27.8% | $3,852+4.3% | $3,470+15.8% |
| Admin fee / account holder | $11,739 | $4,667+151.5% | $6,675+75.9% | $4,888+140.2% |