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 | $24,031 | $56,484-57.5% | $169,463-85.8% | $64,186-62.6% |
| Participation rate | 82.2% | 64.5%+17.6pp | 77.8%+4.4pp | 69.6%+12.6pp |
| Annual return | -5.82% | -1.55%-4.3pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,071 | $1,832-41.6% | $4,159-74.3% | $2,381-55.0% |
| Participant deferral / active EE | $2,949 | $3,448-14.5% | $5,277-44.1% | $3,470-15.0% |
| Admin fee / account holder | $346 | $4,174-91.7% | $9,109-96.2% | $4,888-92.9% |