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 | $47,967 | $56,484-15.1% | $169,463-71.7% | $64,186-25.3% |
| Participation rate | 91.3% | 64.5%+26.8pp | 77.8%+13.5pp | 69.6%+21.7pp |
| Annual return | -6.15% | -1.55%-4.6pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $544 | $1,832-70.3% | $4,159-86.9% | $2,381-77.1% |
| Participant deferral / active EE | $3,914 | $3,448+13.5% | $5,277-25.8% | $3,470+12.8% |
| Admin fee / account holder | $5,293 | $4,174+26.8% | $9,109-41.9% | $4,888+8.3% |