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 | $48,878 | $48,265+1.3% | $68,791-28.9% | $68,494-28.6% |
| Participation rate | 77.6% | 60.7%+16.9pp | 69.0%+8.6pp | 67.9%+9.7pp |
| Annual return | -14.29% | -12.71%-1.6pp | -6.38%-7.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $470 | $1,829-74.3% | $2,655-82.3% | $2,596-81.9% |
| Participant deferral / active EE | $1,900 | $2,867-33.7% | $3,941-51.8% | $4,027-52.8% |
| Admin fee / account holder | $1,049 | $4,355-75.9% | $4,932-78.7% | $5,403-80.6% |