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 | $45,363 | $62,586-27.5% | $76,768-40.9% | $64,186-29.3% |
| Participation rate | 77.1% | 72.8%+4.3pp | 77.0%+0.1pp | 69.6%+7.5pp |
| Annual return | -7.50% | -1.95%-5.6pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $985 | $1,832-46.2% | $2,485-60.4% | $2,381-58.6% |
| Participant deferral / active EE | $2,245 | $3,145-28.6% | $3,852-41.7% | $3,470-35.3% |
| Admin fee / account holder | $576 | $4,667-87.7% | $6,675-91.4% | $4,888-88.2% |