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 | $61,581 | $62,586-1.6% | $76,768-19.8% | $64,186-4.1% |
| Participation rate | 90.5% | 72.8%+17.7pp | 77.0%+13.5pp | 69.6%+20.9pp |
| Annual return | -6.63% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $732 | $1,832-60.0% | $2,485-70.5% | $2,381-69.2% |
| Participant deferral / active EE | $1,972 | $3,145-37.3% | $3,852-48.8% | $3,470-43.2% |
| Admin fee / account holder | $1,607 | $4,667-65.6% | $6,675-75.9% | $4,888-67.1% |