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 | $36,629 | $49,280-25.7% | $67,313-45.6% | $64,186-42.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.80% | -1.39%-4.4pp | -4.08%-1.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $672 | $1,668-59.7% | $2,566-73.8% | $2,381-71.8% |
| Participant deferral / active EE | $1,435 | $2,484-42.2% | $3,568-59.8% | $3,470-58.6% |
| Admin fee / account holder | $1,327 | $3,863-65.6% | $4,507-70.6% | $4,888-72.8% |