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 | $35,623 | $54,726-34.9% | $68,793-48.2% | $64,186-44.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -2.76% | -1.62%-1.1pp | -4.63%+1.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $505 | $1,846-72.6% | $2,625-80.8% | $2,381-78.8% |
| Participant deferral / active EE | $3,681 | $2,626+40.2% | $3,311+11.2% | $3,470+6.1% |
| Admin fee / account holder | $847 | $4,027-79.0% | $5,131-83.5% | $4,888-82.7% |