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 | $26,447 | $50,958-48.1% | $74,550-64.5% | $64,186-58.8% |
| Participation rate | 85.7% | 61.1%+24.7pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -5.98% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $428 | $1,115-61.6% | $1,961-78.2% | $2,381-82.0% |
| Participant deferral / active EE | $2,646 | $2,301+15.0% | $3,108-14.9% | $3,470-23.7% |
| Admin fee / account holder | $1,869 | $4,223-55.8% | $5,060-63.1% | $4,888-61.8% |