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 | $39,019 | $50,958-23.4% | $74,550-47.7% | $64,186-39.2% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.1%+9.4pp | 69.6%+9.0pp |
| Annual return | -3.53% | -1.86%-1.7pp | 32.53%-36.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,322 | $1,115+18.5% | $1,961-32.6% | $2,381-44.5% |
| Participant deferral / active EE | $3,187 | $2,301+38.5% | $3,108+2.5% | $3,470-8.1% |
| Admin fee / account holder | $2,955 | $4,223-30.0% | $5,060-41.6% | $4,888-39.5% |