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 | $26,090 | $52,836-50.6% | $105,738-75.3% | $64,186-59.4% |
| Participation rate | 81.3% | 66.5%+14.7pp | 76.3%+4.9pp | 69.6%+11.7pp |
| Annual return | -3.58% | 14.30%-17.9pp | 6.27%-9.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $574 | $1,827-68.6% | $3,268-82.4% | $2,381-75.9% |
| Participant deferral / active EE | $1,589 | $2,545-37.6% | $4,080-61.1% | $3,470-54.2% |
| Admin fee / account holder | $1,719 | $3,959-56.6% | $6,913-75.1% | $4,888-64.8% |