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 | $11,637 | $42,383-72.5% | $76,523-84.8% | $64,186-81.9% |
| Participation rate | 82.1% | 58.1%+23.9pp | 68.0%+14.1pp | 69.6%+12.5pp |
| Annual return | 0.75% | -16.54%+17.3pp | -0.27%+1.0pp | 7.63%-6.9pp |
| Employer contribution / active EE | $409 | $1,563-73.8% | $2,647-84.5% | $2,381-82.8% |
| Participant deferral / active EE | $4,390 | $2,566+71.1% | $3,835+14.5% | $3,470+26.5% |
| Admin fee / account holder | $18,670 | $3,198+483.8% | $4,848+285.1% | $4,888+282.0% |