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 | $40,640 | $50,958-20.2% | $74,550-45.5% | $64,186-36.7% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -3.63% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,176 | $1,115+5.4% | $1,961-40.0% | $2,381-50.6% |
| Participant deferral / active EE | $2,388 | $2,301+3.8% | $3,108-23.2% | $3,470-31.2% |
| Admin fee / account holder | $3,600 | $4,223-14.8% | $5,060-28.9% | $4,888-26.4% |