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 | $51,155 | $62,586-18.3% | $76,768-33.4% | $64,186-20.3% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | -3.40% | -1.95%-1.5pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $497 | $1,832-72.9% | $2,485-80.0% | $2,381-79.1% |
| Participant deferral / active EE | $2,477 | $3,145-21.2% | $3,852-35.7% | $3,470-28.6% |
| Admin fee / account holder | $6,059 | $4,667+29.8% | $6,675-9.2% | $4,888+23.9% |