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 | $36,589 | $54,726-33.1% | $68,793-46.8% | $64,186-43.0% |
| Participation rate | 80.8% | 68.0%+12.7pp | 72.2%+8.5pp | 69.6%+11.2pp |
| Annual return | -5.25% | -1.62%-3.6pp | -4.63%-0.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,326 | $1,846+26.0% | $2,625-11.4% | $2,381-2.3% |
| Participant deferral / active EE | $1,866 | $2,626-29.0% | $3,311-43.6% | $3,470-46.2% |
| Admin fee / account holder | $1,484 | $4,027-63.2% | $5,131-71.1% | $4,888-69.6% |