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 | $40,902 | $48,265-15.3% | $68,791-40.5% | $68,494-40.3% |
| Participation rate | 81.8% | 60.7%+21.1pp | 69.0%+12.8pp | 67.9%+13.9pp |
| Annual return | -16.84% | -12.71%-4.1pp | -6.38%-10.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $737 | $1,829-59.7% | $2,655-72.2% | $2,596-71.6% |
| Participant deferral / active EE | $2,949 | $2,867+2.9% | $3,941-25.2% | $4,027-26.8% |
| Admin fee / account holder | $797 | $4,355-81.7% | $4,932-83.8% | $5,403-85.3% |