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 | $20,706 | $52,681-60.7% | $75,781-72.7% | $59,632-65.3% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.8%-0.8pp | 68.7%+6.3pp |
| Annual return | -1.08% | 2.95%-4.0pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,102 | $2,193-49.8% | $3,323-66.8% | $2,203-50.0% |
| Participant deferral / active EE | $1,923 | $2,591-25.8% | $3,651-47.3% | $3,192-39.7% |
| Admin fee / account holder | $5,168 | $3,610+43.2% | $5,299-2.5% | $4,297+20.3% |