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 | $45,791 | $43,327+5.7% | $59,878-23.5% | $64,186-28.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -3.83% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $994 | $2,028-51.0% | $2,722-63.5% | $2,381-58.2% |
| Participant deferral / active EE | $2,736 | $2,546+7.5% | $3,402-19.6% | $3,470-21.2% |
| Admin fee / account holder | $1,848 | $3,005-38.5% | $3,590-48.5% | $4,888-62.2% |