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 | $61,817 | $62,586-1.2% | $76,768-19.5% | $64,186-3.7% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | -7.03% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $792 | $1,832-56.7% | $2,485-68.1% | $2,381-66.7% |
| Participant deferral / active EE | $2,696 | $3,145-14.3% | $3,852-30.0% | $3,470-22.3% |
| Admin fee / account holder | $4,459 | $4,667-4.4% | $6,675-33.2% | $4,888-8.8% |