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 | $44,004 | $54,726-19.6% | $68,793-36.0% | $64,186-31.4% |
| Participation rate | 83.6% | 68.0%+15.6pp | 72.2%+11.4pp | 69.6%+14.0pp |
| Annual return | -6.89% | -1.62%-5.3pp | -4.63%-2.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $849 | $1,846-54.0% | $2,625-67.7% | $2,381-64.4% |
| Participant deferral / active EE | $4,184 | $2,626+59.3% | $3,311+26.4% | $3,470+20.6% |
| Admin fee / account holder | $5,830 | $4,027+44.8% | $5,131+13.6% | $4,888+19.3% |