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 | $45,089 | $54,726-17.6% | $68,793-34.5% | $64,186-29.8% |
| Participation rate | 74.1% | 68.0%+6.1pp | 72.2%+1.9pp | 69.6%+4.6pp |
| Annual return | -7.58% | -1.62%-6.0pp | -4.63%-3.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,360 | $1,846-26.3% | $2,625-48.2% | $2,381-42.9% |
| Participant deferral / active EE | $3,268 | $2,626+24.4% | $3,311-1.3% | $3,470-5.8% |
| Admin fee / account holder | $572 | $4,027-85.8% | $5,131-88.9% | $4,888-88.3% |