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 | $36,956 | $43,327-14.7% | $59,878-38.3% | $64,186-42.4% |
| Participation rate | 94.1% | 69.2%+25.0pp | 74.7%+19.4pp | 69.6%+24.5pp |
| Annual return | -3.55% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,448 | $2,546+35.4% | $3,402+1.4% | $3,470-0.6% |
| Admin fee / account holder | $3,434 | $3,005+14.3% | $3,590-4.4% | $4,888-29.7% |