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 | $45,227 | $62,586-27.7% | $76,768-41.1% | $64,186-29.5% |
| Participation rate | 72.6% | 72.8%-0.2pp | 77.0%-4.4pp | 69.6%+3.0pp |
| Annual return | -4.63% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $485 | $1,832-73.5% | $2,485-80.5% | $2,381-79.6% |
| Participant deferral / active EE | $3,023 | $3,145-3.9% | $3,852-21.5% | $3,470-12.9% |
| Admin fee / account holder | $2,539 | $4,667-45.6% | $6,675-62.0% | $4,888-48.1% |