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 | $46,854 | $54,726-14.4% | $68,793-31.9% | $64,186-27.0% |
| Participation rate | 81.3% | 68.0%+13.2pp | 72.2%+9.0pp | 69.6%+11.7pp |
| Annual return | -6.92% | -1.62%-5.3pp | -4.63%-2.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,571 | $2,626+112.1% | $3,311+68.2% | $3,470+60.6% |
| Admin fee / account holder | $2,781 | $4,027-30.9% | $5,131-45.8% | $4,888-43.1% |