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 | $41,628 | $61,660-32.5% | $80,019-48.0% | $64,186-35.1% |
| Participation rate | 81.6% | 71.7%+9.9pp | 75.8%+5.7pp | 69.6%+12.0pp |
| Annual return | -4.32% | -0.33%-4.0pp | 11.22%-15.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $460 | $1,810-74.6% | $2,468-81.4% | $2,381-80.7% |
| Participant deferral / active EE | $2,633 | $2,968-11.3% | $3,686-28.6% | $3,470-24.1% |
| Admin fee / account holder | $3,664 | $5,417-32.4% | $6,521-43.8% | $4,888-25.0% |