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 | $45,570 | $50,958-10.6% | $74,550-38.9% | $64,186-29.0% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.1%+14.2pp | 69.6%+13.8pp |
| Annual return | -4.71% | -1.86%-2.9pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $766 | $1,115-31.3% | $1,961-60.9% | $2,381-67.8% |
| Participant deferral / active EE | $2,283 | $2,301-0.8% | $3,108-26.5% | $3,470-34.2% |
| Admin fee / account holder | $1,801 | $4,223-57.3% | $5,060-64.4% | $4,888-63.2% |