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 | $29,979 | $62,586-52.1% | $76,768-60.9% | $64,186-53.3% |
| Participation rate | 88.4% | 72.8%+15.6pp | 77.0%+11.4pp | 69.6%+18.8pp |
| Annual return | -6.46% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $688 | $1,832-62.5% | $2,485-72.3% | $2,381-71.1% |
| Participant deferral / active EE | $1,564 | $3,145-50.3% | $3,852-59.4% | $3,470-54.9% |
| Admin fee / account holder | $1,037 | $4,667-77.8% | $6,675-84.5% | $4,888-78.8% |