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 | $53,594 | $54,726-2.1% | $68,793-22.1% | $64,186-16.5% |
| Participation rate | 76.0% | 68.0%+8.0pp | 72.2%+3.8pp | 69.6%+6.4pp |
| Annual return | -6.13% | -1.62%-4.5pp | -4.63%-1.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,254 | $1,846-32.1% | $2,625-52.2% | $2,381-47.3% |
| Participant deferral / active EE | $1,895 | $2,626-27.8% | $3,311-42.8% | $3,470-45.4% |
| Admin fee / account holder | $3,312 | $4,027-17.7% | $5,131-35.4% | $4,888-32.2% |