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 | $44,441 | $49,280-9.8% | $67,313-34.0% | $64,186-30.8% |
| Participation rate | 89.2% | 60.8%+28.4pp | 69.1%+20.1pp | 69.6%+19.6pp |
| Annual return | -6.21% | -1.39%-4.8pp | -4.08%-2.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,211 | $1,668-27.4% | $2,566-52.8% | $2,381-49.1% |
| Participant deferral / active EE | $4,772 | $2,484+92.1% | $3,568+33.7% | $3,470+37.5% |
| Admin fee / account holder | $1,993 | $3,863-48.4% | $4,507-55.8% | $4,888-59.2% |