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 | $39,543 | $54,726-27.7% | $68,793-42.5% | $64,186-38.4% |
| Participation rate | 76.5% | 68.0%+8.4pp | 72.2%+4.2pp | 69.6%+6.9pp |
| Annual return | -2.78% | -1.62%-1.2pp | -4.63%+1.8pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,112 | $2,626-57.7% | $3,311-66.4% | $3,470-68.0% |
| Admin fee / account holder | $783 | $4,027-80.5% | $5,131-84.7% | $4,888-84.0% |