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 | $48,041 | $62,586-23.2% | $76,768-37.4% | $64,186-25.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | -6.23% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $637 | $1,832-65.2% | $2,485-74.4% | $2,381-73.2% |
| Participant deferral / active EE | $5,111 | $3,145+62.5% | $3,852+32.7% | $3,470+47.3% |
| Admin fee / account holder | $6,351 | $4,667+36.1% | $6,675-4.9% | $4,888+29.9% |