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 | $48,601 | $54,726-11.2% | $68,793-29.4% | $64,186-24.3% |
| Participation rate | 93.3% | 68.0%+25.3pp | 72.2%+21.1pp | 69.6%+23.8pp |
| Annual return | -6.58% | -1.62%-5.0pp | -4.63%-2.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,217 | $1,846+20.1% | $2,625-15.5% | $2,381-6.9% |
| Participant deferral / active EE | $3,556 | $2,626+35.4% | $3,311+7.4% | $3,470+2.5% |
| Admin fee / account holder | $2,038 | $4,027-49.4% | $5,131-60.3% | $4,888-58.3% |