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 | $37,886 | $48,265-21.5% | $68,791-44.9% | $68,494-44.7% |
| Participation rate | 85.9% | 60.7%+25.2pp | 69.0%+16.9pp | 67.9%+18.0pp |
| Annual return | -14.26% | -12.71%-1.6pp | -6.38%-7.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $744 | $1,829-59.3% | $2,655-72.0% | $2,596-71.4% |
| Participant deferral / active EE | $4,032 | $2,867+40.7% | $3,941+2.3% | $4,027+0.1% |
| Admin fee / account holder | $1,544 | $4,355-64.5% | $4,932-68.7% | $5,403-71.4% |