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 | $56,947 | $58,577-2.8% | $83,333-31.7% | $64,186-11.3% |
| Participation rate | 92.6% | 72.0%+20.6pp | 77.8%+14.8pp | 69.6%+23.0pp |
| Annual return | -8.09% | 9.65%-17.7pp | 10.63%-18.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $674 | $2,098-67.9% | $3,379-80.1% | $2,381-71.7% |
| Participant deferral / active EE | $3,933 | $4,654-15.5% | $5,565-29.3% | $3,470+13.3% |
| Admin fee / account holder | $4,209 | $9,275-54.6% | $7,510-44.0% | $4,888-13.9% |