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 | $37,962 | $54,726-30.6% | $68,793-44.8% | $64,186-40.9% |
| Participation rate | 81.4% | 68.0%+13.4pp | 72.2%+9.2pp | 69.6%+11.9pp |
| Annual return | -4.66% | -1.62%-3.0pp | -4.63%0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,475 | $2,626+70.4% | $3,311+35.1% | $3,470+29.0% |
| Admin fee / account holder | $2,482 | $4,027-38.4% | $5,131-51.6% | $4,888-49.2% |