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 | $30,734 | $62,586-50.9% | $76,768-60.0% | $64,186-52.1% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -5.24% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $575 | $1,832-68.6% | $2,485-76.9% | $2,381-75.9% |
| Participant deferral / active EE | $1,971 | $3,145-37.3% | $3,852-48.8% | $3,470-43.2% |
| Admin fee / account holder | $1,206 | $4,667-74.2% | $6,675-81.9% | $4,888-75.3% |