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 | $42,766 | $61,660-30.6% | $80,019-46.6% | $64,186-33.4% |
| Participation rate | 96.3% | 71.7%+24.6pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | -5.47% | -0.33%-5.1pp | 11.22%-16.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $932 | $1,810-48.5% | $2,468-62.2% | $2,381-60.9% |
| Participant deferral / active EE | $1,868 | $2,968-37.1% | $3,686-49.3% | $3,470-46.2% |
| Admin fee / account holder | $3,412 | $5,417-37.0% | $6,521-47.7% | $4,888-30.2% |