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 | $57,745 | $61,660-6.3% | $80,019-27.8% | $64,186-10.0% |
| Participation rate | 89.6% | 71.7%+17.9pp | 75.8%+13.8pp | 69.6%+20.0pp |
| Annual return | -3.43% | -0.33%-3.1pp | 11.22%-14.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $654 | $1,810-63.9% | $2,468-73.5% | $2,381-72.5% |
| Participant deferral / active EE | $2,375 | $2,968-20.0% | $3,686-35.6% | $3,470-31.5% |
| Admin fee / account holder | $19,026 | $5,417+251.2% | $6,521+191.8% | $4,888+289.2% |