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 | $52,353 | $62,586-16.3% | $76,768-31.8% | $64,186-18.4% |
| Participation rate | 81.4% | 72.8%+8.6pp | 77.0%+4.4pp | 69.6%+11.8pp |
| Annual return | -4.32% | -1.95%-2.4pp | 2.43%-6.7pp | 7.63%-12.0pp |
| Employer contribution / active EE | $546 | $1,832-70.2% | $2,485-78.0% | $2,381-77.0% |
| Participant deferral / active EE | $2,986 | $3,145-5.0% | $3,852-22.5% | $3,470-13.9% |
| Admin fee / account holder | $24,219 | $4,667+418.9% | $6,675+262.8% | $4,888+395.5% |