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 5-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 | $43,232 | $43,327-0.2% | $59,878-27.8% | $64,186-32.6% |
| Participation rate | 88.2% | 69.2%+19.1pp | 74.7%+13.5pp | 69.6%+18.7pp |
| Annual return | -0.52% | -1.55%+1.0pp | 3.46%-4.0pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $782 | $2,546-69.3% | $3,402-77.0% | $3,470-77.4% |
| Admin fee / account holder | $1,176 | $3,005-60.9% | $3,590-67.2% | $4,888-75.9% |