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 | $41,149 | $43,327-5.0% | $59,878-31.3% | $64,186-35.9% |
| Participation rate | 72.7% | 69.2%+3.6pp | 74.7%-2.0pp | 69.6%+3.2pp |
| Annual return | -3.13% | -1.55%-1.6pp | 3.46%-6.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $855 | $2,028-57.8% | $2,722-68.6% | $2,381-64.1% |
| Participant deferral / active EE | $4,359 | $2,546+71.2% | $3,402+28.1% | $3,470+25.6% |
| Admin fee / account holder | $17,981 | $3,005+498.4% | $3,590+400.8% | $4,888+267.9% |