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 9-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 | $28,809 | $62,586-54.0% | $76,768-62.5% | $64,186-55.1% |
| Participation rate | 73.2% | 72.8%+0.4pp | 77.0%-3.8pp | 69.6%+3.6pp |
| Annual return | -6.52% | -1.95%-4.6pp | 2.43%-8.9pp | 7.63%-14.2pp |
| Employer contribution / active EE | $837 | $1,832-54.3% | $2,485-66.3% | $2,381-64.8% |
| Participant deferral / active EE | $2,036 | $3,145-35.3% | $3,852-47.1% | $3,470-41.3% |
| Admin fee / account holder | $5,140 | $4,667+10.1% | $6,675-23.0% | $4,888+5.2% |