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 | $37,924 | $50,958-25.6% | $74,550-49.1% | $64,186-40.9% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -7.20% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $286 | $1,115-74.4% | $1,961-85.4% | $2,381-88.0% |
| Participant deferral / active EE | $2,661 | $2,301+15.6% | $3,108-14.4% | $3,470-23.3% |
| Admin fee / account holder | $1,304 | $4,223-69.1% | $5,060-74.2% | $4,888-73.3% |