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 | $35,487 | $72,404-51.0% | $110,238-67.8% | $64,186-44.7% |
| Participation rate | 91.8% | 73.3%+18.5pp | 79.8%+12.0pp | 69.6%+22.2pp |
| Annual return | -4.96% | -6.29%+1.3pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,125 | $2,282-50.7% | $3,826-70.6% | $2,381-52.7% |
| Participant deferral / active EE | $2,807 | $3,469-19.1% | $4,672-39.9% | $3,470-19.1% |
| Admin fee / account holder | $1,850 | $5,664-67.3% | $8,547-78.4% | $4,888-62.1% |