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 | $60,603 | $62,586-3.2% | $76,768-21.1% | $64,186-5.6% |
| Participation rate | 73.1% | 72.8%+0.3pp | 77.0%-3.9pp | 69.6%+3.5pp |
| Annual return | -7.11% | -1.95%-5.2pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $488 | $1,832-73.4% | $2,485-80.4% | $2,381-79.5% |
| Participant deferral / active EE | $2,788 | $3,145-11.4% | $3,852-27.6% | $3,470-19.7% |
| Admin fee / account holder | $356 | $4,667-92.4% | $6,675-94.7% | $4,888-92.7% |