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 | $49,047 | $54,726-10.4% | $68,793-28.7% | $64,186-23.6% |
| Participation rate | 97.0% | 68.0%+29.0pp | 72.2%+24.8pp | 69.6%+27.4pp |
| Annual return | -4.58% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $793 | $1,846-57.1% | $2,625-69.8% | $2,381-66.7% |
| Participant deferral / active EE | $3,158 | $2,626+20.3% | $3,311-4.6% | $3,470-9.0% |
| Admin fee / account holder | $5,043 | $4,027+25.2% | $5,131-1.7% | $4,888+3.2% |