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 | $35,259 | $56,357-37.4% | $104,294-66.2% | $68,494-48.5% |
| Participation rate | 70.4% | 63.3%+7.1pp | 73.3%-2.9pp | 67.9%+2.5pp |
| Annual return | -12.72% | -9.19%-3.5pp | 24.61%-37.3pp | -7.84%-4.9pp |
| Employer contribution / active EE | $1,533 | $1,960-21.8% | $3,372-54.5% | $2,596-41.0% |
| Participant deferral / active EE | $3,021 | $3,077-1.8% | $4,625-34.7% | $4,027-25.0% |
| Admin fee / account holder | $6,792 | $4,903+38.5% | $7,339-7.5% | $5,403+25.7% |