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 | $23,756 | $62,586-62.0% | $76,768-69.1% | $64,186-63.0% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | -6.41% | -1.95%-4.5pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $891 | $1,832-51.3% | $2,485-64.1% | $2,381-62.6% |
| Participant deferral / active EE | $2,179 | $3,145-30.7% | $3,852-43.4% | $3,470-37.2% |
| Admin fee / account holder | $1,167 | $4,667-75.0% | $6,675-82.5% | $4,888-76.1% |