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 | $32,837 | $76,401-57.0% | $106,387-69.1% | $64,186-48.8% |
| Participation rate | 78.0% | 73.5%+4.4pp | 77.5%+0.5pp | 69.6%+8.4pp |
| Annual return | -5.10% | -2.19%-2.9pp | 0.25%-5.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,590 | $4,274+7.4% | $5,421-15.3% | $3,470+32.3% |
| Admin fee / account holder | $1,356 | $4,610-70.6% | $7,510-81.9% | $4,888-72.2% |