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 | $27,983 | $56,484-50.5% | $169,463-83.5% | $64,186-56.4% |
| Participation rate | 88.1% | 64.5%+23.5pp | 77.8%+10.3pp | 69.6%+18.5pp |
| Annual return | -7.59% | -1.55%-6.0pp | 1.83%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $765 | $1,832-58.2% | $4,159-81.6% | $2,381-67.9% |
| Participant deferral / active EE | $3,257 | $3,448-5.5% | $5,277-38.3% | $3,470-6.1% |
| Admin fee / account holder | $2,710 | $4,174-35.1% | $9,109-70.3% | $4,888-44.6% |