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 | $53,852 | $62,586-14.0% | $76,768-29.9% | $64,186-16.1% |
| Participation rate | 81.0% | 72.8%+8.2pp | 77.0%+4.1pp | 69.6%+11.4pp |
| Annual return | -4.79% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $994 | $1,832-45.7% | $2,485-60.0% | $2,381-58.2% |
| Participant deferral / active EE | $2,633 | $3,145-16.3% | $3,852-31.6% | $3,470-24.1% |
| Admin fee / account holder | $3,189 | $4,667-31.7% | $6,675-52.2% | $4,888-34.8% |