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 | $44,451 | $62,586-29.0% | $76,768-42.1% | $64,186-30.7% |
| Participation rate | 71.0% | 72.8%-1.8pp | 77.0%-6.0pp | 69.6%+1.4pp |
| Annual return | -6.42% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $810 | $1,832-55.8% | $2,485-67.4% | $2,381-66.0% |
| Participant deferral / active EE | $5,735 | $3,145+82.4% | $3,852+48.9% | $3,470+65.3% |
| Admin fee / account holder | $8,962 | $4,667+92.0% | $6,675+34.3% | $4,888+83.4% |