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 | $24,859 | $62,586-60.3% | $76,768-67.6% | $64,186-61.3% |
| Participation rate | 96.2% | 72.8%+23.4pp | 77.0%+19.3pp | 69.6%+26.7pp |
| Annual return | 2.56% | -1.95%+4.5pp | 2.43%+0.1pp | 7.63%-5.1pp |
| Employer contribution / active EE | $947 | $1,832-48.3% | $2,485-61.9% | $2,381-60.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $750 | $4,667-83.9% | $6,675-88.8% | $4,888-84.7% |