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 | $44,695 | $50,958-12.3% | $74,550-40.0% | $64,186-30.4% |
| Participation rate | 88.1% | 61.1%+27.1pp | 69.1%+19.0pp | 69.6%+18.6pp |
| Annual return | -5.86% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $803 | $1,115-28.0% | $1,961-59.1% | $2,381-66.3% |
| Participant deferral / active EE | $2,877 | $2,301+25.0% | $3,108-7.4% | $3,470-17.1% |
| Admin fee / account holder | $667 | $4,223-84.2% | $5,060-86.8% | $4,888-86.3% |