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 7-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 | $35,517 | $54,726-35.1% | $68,793-48.4% | $64,186-44.7% |
| Participation rate | 85.4% | 68.0%+17.4pp | 72.2%+13.2pp | 69.6%+15.8pp |
| Annual return | -2.70% | -1.62%-1.1pp | -4.63%+1.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $795 | $1,846-56.9% | $2,625-69.7% | $2,381-66.6% |
| Participant deferral / active EE | $1,240 | $2,626-52.8% | $3,311-62.5% | $3,470-64.3% |
| Admin fee / account holder | $1,474 | $4,027-63.4% | $5,131-71.3% | $4,888-69.8% |