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 | $42,248 | $62,586-32.5% | $76,768-45.0% | $64,186-34.2% |
| Participation rate | 93.3% | 72.8%+20.4pp | 77.0%+16.3pp | 69.6%+23.7pp |
| Annual return | -1.99% | -1.95%0pp | 2.43%-4.4pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,987 | $1,832+8.4% | $2,485-20.1% | $2,381-16.6% |
| Participant deferral / active EE | $2,814 | $3,145-10.5% | $3,852-26.9% | $3,470-18.9% |
| Admin fee / account holder | $6,044 | $4,667+29.5% | $6,675-9.5% | $4,888+23.6% |