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 | $50,866 | $62,586-18.7% | $76,768-33.7% | $64,186-20.8% |
| Participation rate | 93.1% | 72.8%+20.2pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -7.00% | -1.95%-5.1pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $529 | $1,832-71.1% | $2,485-78.7% | $2,381-77.8% |
| Participant deferral / active EE | $4,034 | $3,145+28.3% | $3,852+4.7% | $3,470+16.3% |
| Admin fee / account holder | $5,689 | $4,667+21.9% | $6,675-14.8% | $4,888+16.4% |