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 | $43,369 | $50,958-14.9% | $74,550-41.8% | $64,186-32.4% |
| Participation rate | 94.7% | 61.1%+33.7pp | 69.1%+25.6pp | 69.6%+25.2pp |
| Annual return | -7.35% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $286 | $1,115-74.4% | $1,961-85.4% | $2,381-88.0% |
| Participant deferral / active EE | $2,506 | $2,301+8.9% | $3,108-19.4% | $3,470-27.8% |
| Admin fee / account holder | $1,016 | $4,223-75.9% | $5,060-79.9% | $4,888-79.2% |