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 | $43,389 | $61,660-29.6% | $80,019-45.8% | $64,186-32.4% |
| Participation rate | 85.9% | 71.7%+14.2pp | 75.8%+10.1pp | 69.6%+16.3pp |
| Annual return | -1.51% | -0.33%-1.2pp | 11.22%-12.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $925 | $1,810-48.9% | $2,468-62.5% | $2,381-61.1% |
| Participant deferral / active EE | $3,065 | $2,968+3.3% | $3,686-16.8% | $3,470-11.7% |
| Admin fee / account holder | $4,257 | $5,417-21.4% | $6,521-34.7% | $4,888-12.9% |