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 | $38,410 | $62,586-38.6% | $76,768-50.0% | $64,186-40.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -7.06% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $647 | $1,832-64.7% | $2,485-74.0% | $2,381-72.8% |
| Participant deferral / active EE | $2,008 | $3,145-36.1% | $3,852-47.9% | $3,470-42.1% |
| Admin fee / account holder | $743 | $4,667-84.1% | $6,675-88.9% | $4,888-84.8% |