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 | $32,884 | $43,327-24.1% | $59,878-45.1% | $64,186-48.8% |
| Participation rate | 93.3% | 69.2%+24.2pp | 74.7%+18.6pp | 69.6%+23.8pp |
| Annual return | -4.60% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,795 | $2,028+37.8% | $2,722+2.7% | $2,381+17.4% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $970 | $3,005-67.7% | $3,590-73.0% | $4,888-80.2% |