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 | $27,873 | $49,280-43.4% | $67,313-58.6% | $64,186-56.6% |
| Participation rate | 82.5% | 60.8%+21.7pp | 69.1%+13.4pp | 69.6%+12.9pp |
| Annual return | -4.55% | -1.39%-3.2pp | -4.08%-0.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,494 | $1,668-10.5% | $2,566-41.8% | $2,381-37.3% |
| Participant deferral / active EE | $1,705 | $2,484-31.4% | $3,568-52.2% | $3,470-50.9% |
| Admin fee / account holder | $697 | $3,863-81.9% | $4,507-84.5% | $4,888-85.7% |