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 | $32,305 | $56,484-42.8% | $169,463-80.9% | $64,186-49.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -1.93% | -1.55%-0.4pp | 1.83%-3.8pp | 7.63%-9.6pp |
| Employer contribution / active EE | $2,185 | $1,832+19.3% | $4,159-47.5% | $2,381-8.2% |
| Participant deferral / active EE | $2,411 | $3,448-30.1% | $5,277-54.3% | $3,470-30.5% |
| Admin fee / account holder | $1,132 | $4,174-72.9% | $9,109-87.6% | $4,888-76.8% |