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 | $33,644 | $43,327-22.3% | $59,878-43.8% | $64,186-47.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.57% | -1.55%-1.0pp | 3.46%-6.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $883 | $2,028-56.5% | $2,722-67.6% | $2,381-62.9% |
| Participant deferral / active EE | $1,237 | $2,546-51.4% | $3,402-63.6% | $3,470-64.3% |
| Admin fee / account holder | $1,511 | $3,005-49.7% | $3,590-57.9% | $4,888-69.1% |