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 | $48,586 | $50,958-4.7% | $74,550-34.8% | $64,186-24.3% |
| Participation rate | 70.4% | 61.1%+9.3pp | 69.1%+1.2pp | 69.6%+0.8pp |
| Annual return | -2.00% | -1.86%-0.1pp | 32.53%-34.5pp | 7.63%-9.6pp |
| Employer contribution / active EE | $357 | $1,115-68.0% | $1,961-81.8% | $2,381-85.0% |
| Participant deferral / active EE | $1,998 | $2,301-13.2% | $3,108-35.7% | $3,470-42.4% |
| Admin fee / account holder | $6,341 | $4,223+50.2% | $5,060+25.3% | $4,888+29.7% |