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 | $61,125 | $62,586-2.3% | $76,768-20.4% | $64,186-4.8% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -6.25% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $996 | $1,832-45.6% | $2,485-59.9% | $2,381-58.2% |
| Participant deferral / active EE | $3,946 | $3,145+25.5% | $3,852+2.4% | $3,470+13.7% |
| Admin fee / account holder | $3,158 | $4,667-32.3% | $6,675-52.7% | $4,888-35.4% |