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 | $37,915 | $70,002-45.8% | $115,037-67.0% | $52,331-27.5% |
| Participation rate | 74.7% | 72.1%+2.6pp | 81.4%-6.7pp | 68.1%+6.6pp |
| Annual return | -0.08% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,139 | $2,715-58.1% | $4,608-75.3% | $1,882-39.5% |
| Participant deferral / active EE | $6,388 | $4,920+29.8% | $6,026+6.0% | $3,022+111.4% |
| Admin fee / account holder | $3,237 | $566+471.8% | $8,175-60.4% | $592+447.1% |