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 | $49,914 | $62,586-20.2% | $76,768-35.0% | $64,186-22.2% |
| Participation rate | 79.5% | 72.8%+6.7pp | 77.0%+2.5pp | 69.6%+9.9pp |
| Annual return | -5.60% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,153 | $1,832-37.1% | $2,485-53.6% | $2,381-51.6% |
| Participant deferral / active EE | $2,904 | $3,145-7.6% | $3,852-24.6% | $3,470-16.3% |
| Admin fee / account holder | $4,069 | $4,667-12.8% | $6,675-39.0% | $4,888-16.8% |