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 | $48,833 | $50,958-4.2% | $74,550-34.5% | $64,186-23.9% |
| Participation rate | 85.7% | 61.1%+24.7pp | 69.1%+16.6pp | 69.6%+16.1pp |
| Annual return | -6.36% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $968 | $1,115-13.2% | $1,961-50.6% | $2,381-59.3% |
| Participant deferral / active EE | $2,149 | $2,301-6.6% | $3,108-30.9% | $3,470-38.1% |
| Admin fee / account holder | $1,551 | $4,223-63.3% | $5,060-69.3% | $4,888-68.3% |