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 | $59,729 | $61,660-3.1% | $80,019-25.4% | $64,186-6.9% |
| Participation rate | 90.5% | 71.7%+18.9pp | 75.8%+14.7pp | 69.6%+21.0pp |
| Annual return | -1.68% | -0.33%-1.4pp | 11.22%-12.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $777 | $1,810-57.1% | $2,468-68.5% | $2,381-67.4% |
| Participant deferral / active EE | $2,348 | $2,968-20.9% | $3,686-36.3% | $3,470-32.3% |
| Admin fee / account holder | $11,103 | $5,417+105.0% | $6,521+70.3% | $4,888+127.1% |