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 | $44,813 | $62,586-28.4% | $76,768-41.6% | $64,186-30.2% |
| Participation rate | 89.7% | 72.8%+16.9pp | 77.0%+12.8pp | 69.6%+20.2pp |
| Annual return | -3.38% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $936 | $1,832-48.9% | $2,485-62.3% | $2,381-60.7% |
| Participant deferral / active EE | $3,678 | $3,145+17.0% | $3,852-4.5% | $3,470+6.0% |
| Admin fee / account holder | $2,781 | $4,667-40.4% | $6,675-58.3% | $4,888-43.1% |