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 | $35,682 | $76,401-53.3% | $106,387-66.5% | $64,186-44.4% |
| Participation rate | 80.6% | 73.5%+7.0pp | 77.5%+3.1pp | 69.6%+11.0pp |
| Annual return | -6.38% | -2.19%-4.2pp | 0.25%-6.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $961 | $2,680-64.1% | $3,520-72.7% | $2,381-59.6% |
| Participant deferral / active EE | $2,320 | $4,274-45.7% | $5,421-57.2% | $3,470-33.1% |
| Admin fee / account holder | $1,279 | $4,610-72.3% | $7,510-83.0% | $4,888-73.8% |