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 | $54,273 | $73,867-26.5% | $143,757-62.2% | $68,494-20.8% |
| Participation rate | 87.0% | 66.7%+20.4pp | 80.3%+6.7pp | 67.9%+19.1pp |
| Annual return | -9.93% | 1.01%-10.9pp | -0.04%-9.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $956 | $3,184-70.0% | $4,951-80.7% | $2,596-63.2% |
| Participant deferral / active EE | $2,226 | $3,384-34.2% | $5,637-60.5% | $4,027-44.7% |
| Admin fee / account holder | $6,833 | $5,755+18.7% | $14,673-53.4% | $5,403+26.5% |