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 | $50,829 | $43,327+17.3% | $59,878-15.1% | $64,186-20.8% |
| Participation rate | 91.7% | 69.2%+22.5pp | 74.7%+17.0pp | 69.6%+22.1pp |
| Annual return | -4.20% | -1.55%-2.7pp | 3.46%-7.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,108 | $2,028-45.4% | $2,722-59.3% | $2,381-53.5% |
| Participant deferral / active EE | $2,170 | $2,546-14.8% | $3,402-36.2% | $3,470-37.5% |
| Admin fee / account holder | $1,337 | $3,005-55.5% | $3,590-62.8% | $4,888-72.7% |