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 9-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 | $27,013 | $73,867-63.4% | $143,757-81.2% | $68,494-60.6% |
| Participation rate | 73.9% | 66.7%+7.3pp | 80.3%-6.4pp | 67.9%+6.0pp |
| Annual return | 0.42% | 1.01%-0.6pp | -0.04%+0.5pp | -7.84%+8.3pp |
| Employer contribution / active EE | $1,363 | $3,184-57.2% | $4,951-72.5% | $2,596-47.5% |
| Participant deferral / active EE | $4,789 | $3,384+41.5% | $5,637-15.0% | $4,027+18.9% |
| Admin fee / account holder | $1,904 | $5,755-66.9% | $14,673-87.0% | $5,403-64.8% |