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 | $53,478 | $62,586-14.6% | $76,768-30.3% | $64,186-16.7% |
| Participation rate | 82.7% | 72.8%+9.8pp | 77.0%+5.7pp | 69.6%+13.1pp |
| Annual return | -6.67% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $600 | $1,832-67.2% | $2,485-75.9% | $2,381-74.8% |
| Participant deferral / active EE | $2,514 | $3,145-20.1% | $3,852-34.7% | $3,470-27.5% |
| Admin fee / account holder | $1,187 | $4,667-74.6% | $6,675-82.2% | $4,888-75.7% |