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 | $44,768 | $58,577-23.6% | $83,333-46.3% | $64,186-30.3% |
| Participation rate | 88.9% | 72.0%+16.9pp | 77.8%+11.1pp | 69.6%+19.3pp |
| Annual return | -5.00% | 9.65%-14.6pp | 10.63%-15.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $638 | $2,098-69.6% | $3,379-81.1% | $2,381-73.2% |
| Participant deferral / active EE | $3,132 | $4,654-32.7% | $5,565-43.7% | $3,470-9.7% |
| Admin fee / account holder | $1,049 | $9,275-88.7% | $7,510-86.0% | $4,888-78.5% |