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 | $40,190 | $43,327-7.2% | $59,878-32.9% | $64,186-37.4% |
| Participation rate | 97.7% | 69.2%+28.6pp | 74.7%+23.0pp | 69.6%+28.2pp |
| Annual return | -2.60% | -1.55%-1.0pp | 3.46%-6.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,941 | $2,028-4.3% | $2,722-28.7% | $2,381-18.5% |
| Participant deferral / active EE | $1,350 | $2,546-47.0% | $3,402-60.3% | $3,470-61.1% |
| Admin fee / account holder | $3,109 | $3,005+3.4% | $3,590-13.4% | $4,888-36.4% |