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 | $57,562 | $61,660-6.6% | $80,019-28.1% | $64,186-10.3% |
| Participation rate | 91.1% | 71.7%+19.4pp | 75.8%+15.3pp | 69.6%+21.5pp |
| Annual return | -6.38% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $684 | $1,810-62.2% | $2,468-72.3% | $2,381-71.3% |
| Participant deferral / active EE | $2,223 | $2,968-25.1% | $3,686-39.7% | $3,470-35.9% |
| Admin fee / account holder | $2,125 | $5,417-60.8% | $6,521-67.4% | $4,888-56.5% |