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 | $52,799 | $62,586-15.6% | $76,768-31.2% | $64,186-17.7% |
| Participation rate | 89.2% | 72.8%+16.3pp | 77.0%+12.2pp | 69.6%+19.6pp |
| Annual return | -7.21% | -1.95%-5.3pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,115 | $1,832-39.1% | $2,485-55.1% | $2,381-53.2% |
| Participant deferral / active EE | $2,555 | $3,145-18.7% | $3,852-33.7% | $3,470-26.4% |
| Admin fee / account holder | $1,591 | $4,667-65.9% | $6,675-76.2% | $4,888-67.4% |