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 | $24,673 | $61,660-60.0% | $80,019-69.2% | $64,186-61.6% |
| Participation rate | 82.6% | 71.7%+10.9pp | 75.8%+6.7pp | 69.6%+13.0pp |
| Annual return | -4.14% | -0.33%-3.8pp | 11.22%-15.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $469 | $1,810-74.1% | $2,468-81.0% | $2,381-80.3% |
| Participant deferral / active EE | $2,644 | $2,968-10.9% | $3,686-28.3% | $3,470-23.8% |
| Admin fee / account holder | $2,023 | $5,417-62.7% | $6,521-69.0% | $4,888-58.6% |