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 | $35,926 | $49,280-27.1% | $67,313-46.6% | $64,186-44.0% |
| Participation rate | 82.3% | 60.8%+21.5pp | 69.1%+13.2pp | 69.6%+12.7pp |
| Annual return | -4.88% | -1.39%-3.5pp | -4.08%-0.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,656 | $1,668-0.8% | $2,566-35.5% | $2,381-30.5% |
| Participant deferral / active EE | $3,455 | $2,484+39.1% | $3,568-3.2% | $3,470-0.4% |
| Admin fee / account holder | $6,723 | $3,863+74.0% | $4,507+49.2% | $4,888+37.5% |