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 | $35,803 | $42,383-15.5% | $76,523-53.2% | $64,186-44.2% |
| Participation rate | 89.7% | 58.1%+31.5pp | 68.0%+21.7pp | 69.6%+20.1pp |
| Annual return | -5.47% | -16.54%+11.1pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $658 | $1,563-57.9% | $2,647-75.1% | $2,381-72.4% |
| Participant deferral / active EE | $2,245 | $2,566-12.5% | $3,835-41.5% | $3,470-35.3% |
| Admin fee / account holder | $3,508 | $3,198+9.7% | $4,848-27.6% | $4,888-28.2% |