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 | $34,945 | $50,958-31.4% | $74,550-53.1% | $64,186-45.6% |
| Participation rate | 91.9% | 61.1%+30.9pp | 69.1%+22.8pp | 69.6%+22.4pp |
| Annual return | -5.07% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,197 | $1,115+97.0% | $1,961+12.1% | $2,381-7.7% |
| Participant deferral / active EE | $3,242 | $2,301+40.9% | $3,108+4.3% | $3,470-6.6% |
| Admin fee / account holder | $997 | $4,223-76.4% | $5,060-80.3% | $4,888-79.6% |