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 | $34,068 | $62,586-45.6% | $76,768-55.6% | $64,186-46.9% |
| Participation rate | 81.3% | 72.8%+8.4pp | 77.0%+4.3pp | 69.6%+11.7pp |
| Annual return | -6.68% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $472 | $1,832-74.2% | $2,485-81.0% | $2,381-80.2% |
| Participant deferral / active EE | $2,448 | $3,145-22.1% | $3,852-36.4% | $3,470-29.4% |
| Admin fee / account holder | $404 | $4,667-91.3% | $6,675-93.9% | $4,888-91.7% |