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 | $71,539 | $62,586+14.3% | $76,768-6.8% | $64,186+11.5% |
| Participation rate | 72.7% | 72.8%-0.1pp | 77.0%-4.2pp | 69.6%+3.2pp |
| Annual return | -5.84% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $603 | $1,832-67.1% | $2,485-75.7% | $2,381-74.7% |
| Participant deferral / active EE | $2,446 | $3,145-22.2% | $3,852-36.5% | $3,470-29.5% |
| Admin fee / account holder | $13,434 | $4,667+187.8% | $6,675+101.3% | $4,888+174.8% |