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 | $27,804 | $54,726-49.2% | $68,793-59.6% | $64,186-56.7% |
| Participation rate | 94.5% | 68.0%+26.5pp | 72.2%+22.3pp | 69.6%+25.0pp |
| Annual return | -4.96% | -1.62%-3.3pp | -4.63%-0.3pp | 7.63%-12.6pp |
| Employer contribution / active EE | $577 | $1,846-68.8% | $2,625-78.0% | $2,381-75.8% |
| Participant deferral / active EE | $2,307 | $2,626-12.2% | $3,311-30.3% | $3,470-33.5% |
| Admin fee / account holder | $2,868 | $4,027-28.8% | $5,131-44.1% | $4,888-41.3% |