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 | $44,943 | $53,596-16.1% | $90,645-50.4% | $64,186-30.0% |
| Participation rate | 83.3% | 64.5%+18.8pp | 74.0%+9.3pp | 69.6%+13.8pp |
| Annual return | -5.04% | 4.41%-9.5pp | 1.88%-6.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,479 | $2,459+0.8% | $3,425-27.6% | $3,470-28.6% |
| Admin fee / account holder | $2,820 | $3,868-27.1% | $4,994-43.5% | $4,888-42.3% |