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 | $61,147 | $62,586-2.3% | $76,768-20.3% | $64,186-4.7% |
| Participation rate | 72.9% | 72.8%0pp | 77.0%-4.1pp | 69.6%+3.3pp |
| Annual return | -5.94% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $474 | $1,832-74.1% | $2,485-80.9% | $2,381-80.1% |
| Participant deferral / active EE | $2,454 | $3,145-22.0% | $3,852-36.3% | $3,470-29.3% |
| Admin fee / account holder | $2,030 | $4,667-56.5% | $6,675-69.6% | $4,888-58.5% |