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 | $41,737 | $54,726-23.7% | $68,793-39.3% | $64,186-35.0% |
| Participation rate | 81.8% | 68.0%+13.8pp | 72.2%+9.6pp | 69.6%+12.2pp |
| Annual return | -3.49% | -1.62%-1.9pp | -4.63%+1.1pp | 7.63%-11.1pp |
| Employer contribution / active EE | $812 | $1,846-56.0% | $2,625-69.1% | $2,381-65.9% |
| Participant deferral / active EE | $1,850 | $2,626-29.6% | $3,311-44.1% | $3,470-46.7% |
| Admin fee / account holder | $2,189 | $4,027-45.6% | $5,131-57.3% | $4,888-55.2% |