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 | $30,493 | $43,327-29.6% | $59,878-49.1% | $64,186-52.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.29% | -1.55%-0.7pp | 3.46%-5.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $513 | $2,028-74.7% | $2,722-81.2% | $2,381-78.5% |
| Participant deferral / active EE | $3,005 | $2,546+18.0% | $3,402-11.7% | $3,470-13.4% |
| Admin fee / account holder | $405 | $3,005-86.5% | $3,590-88.7% | $4,888-91.7% |