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 | $22,977 | $56,484-59.3% | $169,463-86.4% | $64,186-64.2% |
| Participation rate | 84.7% | 64.5%+20.2pp | 77.8%+7.0pp | 69.6%+15.2pp |
| Annual return | -6.14% | -1.55%-4.6pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,147 | $1,832-37.4% | $4,159-72.4% | $2,381-51.8% |
| Participant deferral / active EE | $2,308 | $3,448-33.0% | $5,277-56.3% | $3,470-33.5% |
| Admin fee / account holder | $1,614 | $4,174-61.3% | $9,109-82.3% | $4,888-67.0% |