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 | $56,020 | $62,586-10.5% | $76,768-27.0% | $64,186-12.7% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -3.05% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,625 | $1,832-11.3% | $2,485-34.6% | $2,381-31.8% |
| Participant deferral / active EE | $2,985 | $3,145-5.1% | $3,852-22.5% | $3,470-14.0% |
| Admin fee / account holder | $3,508 | $4,667-24.8% | $6,675-47.4% | $4,888-28.2% |