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 | $49,651 | $53,596-7.4% | $90,645-45.2% | $64,186-22.6% |
| Participation rate | 88.7% | 64.5%+24.2pp | 74.0%+14.7pp | 69.6%+19.1pp |
| Annual return | -2.35% | 4.41%-6.8pp | 1.88%-4.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $801 | $1,503-46.7% | $2,532-68.3% | $2,381-66.3% |
| Participant deferral / active EE | $5,186 | $2,459+110.9% | $3,425+51.4% | $3,470+49.5% |
| Admin fee / account holder | $2,633 | $3,868-31.9% | $4,994-47.3% | $4,888-46.1% |