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 | $43,691 | $107,791-59.5% | $90,645-51.8% | $135,375-67.7% |
| Participation rate | 88.2% | 78.0%+10.2pp | 74.0%+14.2pp | 82.6%+5.6pp |
| Annual return | -1.06% | -0.90%-0.2pp | 1.88%-2.9pp | 519.73%-520.8pp |
| Employer contribution / active EE | $2,034 | $3,018-32.6% | $2,532-19.6% | $4,779-57.4% |
| Participant deferral / active EE | $4,094 | $3,872+5.7% | $3,425+19.6% | $5,609-27.0% |
| Admin fee / account holder | $5,153 | $5,930-13.1% | $4,994+3.2% | $10,827-52.4% |