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 | $61,899 | $62,586-1.1% | $76,768-19.4% | $64,186-3.6% |
| Participation rate | 88.1% | 72.8%+15.3pp | 77.0%+11.1pp | 69.6%+18.5pp |
| Annual return | -5.24% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $807 | $1,832-55.9% | $2,485-67.5% | $2,381-66.1% |
| Participant deferral / active EE | $2,221 | $3,145-29.4% | $3,852-42.3% | $3,470-36.0% |
| Admin fee / account holder | $5,649 | $4,667+21.1% | $6,675-15.4% | $4,888+15.6% |