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 | $56,339 | $62,586-10.0% | $76,768-26.6% | $64,186-12.2% |
| Participation rate | 81.8% | 72.8%+9.0pp | 77.0%+4.9pp | 69.6%+12.2pp |
| Annual return | -4.96% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,453 | $1,832-20.7% | $2,485-41.5% | $2,381-39.0% |
| Participant deferral / active EE | $2,412 | $3,145-23.3% | $3,852-37.4% | $3,470-30.5% |
| Admin fee / account holder | $3,281 | $4,667-29.7% | $6,675-50.8% | $4,888-32.9% |