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 9-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 | $50,366 | $62,586-19.5% | $76,768-34.4% | $64,186-21.5% |
| Participation rate | 77.1% | 72.8%+4.3pp | 77.0%+0.2pp | 69.6%+7.6pp |
| Annual return | -5.00% | -1.95%-3.1pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $691 | $1,832-62.3% | $2,485-72.2% | $2,381-71.0% |
| Participant deferral / active EE | $2,054 | $3,145-34.7% | $3,852-46.7% | $3,470-40.8% |
| Admin fee / account holder | $12,551 | $4,667+168.9% | $6,675+88.0% | $4,888+156.8% |