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 | $14,644 | $43,327-66.2% | $59,878-75.5% | $64,186-77.2% |
| Participation rate | 83.3% | 69.2%+14.2pp | 74.7%+8.6pp | 69.6%+13.8pp |
| Annual return | -4.41% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $973 | $2,028-52.1% | $2,722-64.3% | $2,381-59.1% |
| Participant deferral / active EE | $876 | $2,546-65.6% | $3,402-74.3% | $3,470-74.8% |
| Admin fee / account holder | $2,888 | $3,005-3.9% | $3,590-19.6% | $4,888-40.9% |