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 | $36,994 | $62,586-40.9% | $76,768-51.8% | $64,186-42.4% |
| Participation rate | 89.3% | 72.8%+16.5pp | 77.0%+12.3pp | 69.6%+19.7pp |
| Annual return | -4.25% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $711 | $1,832-61.2% | $2,485-71.4% | $2,381-70.2% |
| Participant deferral / active EE | $3,422 | $3,145+8.8% | $3,852-11.2% | $3,470-1.4% |
| Admin fee / account holder | $6,703 | $4,667+43.6% | $6,675+0.4% | $4,888+37.1% |