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 | $34,468 | $72,404-52.4% | $110,238-68.7% | $64,186-46.3% |
| Participation rate | 77.4% | 73.3%+4.1pp | 79.8%-2.4pp | 69.6%+7.9pp |
| Annual return | -4.47% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $807 | $2,282-64.6% | $3,826-78.9% | $2,381-66.1% |
| Participant deferral / active EE | $2,148 | $3,469-38.1% | $4,672-54.0% | $3,470-38.1% |
| Admin fee / account holder | $6,386 | $5,664+12.7% | $8,547-25.3% | $4,888+30.7% |