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 | $34,367 | $54,726-37.2% | $68,793-50.0% | $64,186-46.5% |
| Participation rate | 95.5% | 68.0%+27.4pp | 72.2%+23.2pp | 69.6%+25.9pp |
| Annual return | -6.41% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $341 | $1,846-81.5% | $2,625-87.0% | $2,381-85.7% |
| Participant deferral / active EE | $2,471 | $2,626-5.9% | $3,311-25.4% | $3,470-28.8% |
| Admin fee / account holder | $1,053 | $4,027-73.8% | $5,131-79.5% | $4,888-78.5% |