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 | $37,982 | $56,484-32.8% | $169,463-77.6% | $64,186-40.8% |
| Participation rate | 92.1% | 64.5%+27.6pp | 77.8%+14.3pp | 69.6%+22.5pp |
| Annual return | -6.86% | -1.55%-5.3pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $971 | $1,832-47.0% | $4,159-76.7% | $2,381-59.2% |
| Participant deferral / active EE | $3,301 | $3,448-4.3% | $5,277-37.4% | $3,470-4.9% |
| Admin fee / account holder | $2,162 | $4,174-48.2% | $9,109-76.3% | $4,888-55.8% |