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 | $20,909 | $43,327-51.7% | $59,878-65.1% | $64,186-67.4% |
| Participation rate | 94.2% | 69.2%+25.1pp | 74.7%+19.5pp | 69.6%+24.7pp |
| Annual return | -3.53% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $559 | $2,028-72.4% | $2,722-79.5% | $2,381-76.5% |
| Participant deferral / active EE | $1,119 | $2,546-56.1% | $3,402-67.1% | $3,470-67.8% |
| Admin fee / account holder | $1,023 | $3,005-66.0% | $3,590-71.5% | $4,888-79.1% |