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 | $23,682 | $62,586-62.2% | $76,768-69.2% | $64,186-63.1% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | 1.29% | -1.95%+3.2pp | 2.43%-1.1pp | 7.63%-6.3pp |
| Employer contribution / active EE | $587 | $1,832-68.0% | $2,485-76.4% | $2,381-75.4% |
| Participant deferral / active EE | $1,668 | $3,145-47.0% | $3,852-56.7% | $3,470-51.9% |
| Admin fee / account holder | $1,157 | $4,667-75.2% | $6,675-82.7% | $4,888-76.3% |