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 | $24,215 | $50,958-52.5% | $74,550-67.5% | $64,186-62.3% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.1%+15.5pp | 69.6%+15.0pp |
| Annual return | -5.59% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $465 | $1,115-58.3% | $1,961-76.3% | $2,381-80.5% |
| Participant deferral / active EE | $2,769 | $2,301+20.3% | $3,108-10.9% | $3,470-20.2% |
| Admin fee / account holder | $4,092 | $4,223-3.1% | $5,060-19.1% | $4,888-16.3% |