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 | $36,131 | $50,464-28.4% | $75,781-52.3% | $52,331-31.0% |
| Participation rate | 91.2% | 66.8%+24.4pp | 75.8%+15.4pp | 68.1%+23.1pp |
| Annual return | -0.97% | 1.03%-2.0pp | 9.68%-10.7pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,823 | $1,988-8.3% | $3,323-45.2% | $1,882-3.1% |
| Participant deferral / active EE | $3,144 | $2,570+22.3% | $3,651-13.9% | $3,022+4.0% |
| Admin fee / account holder | $1,741 | $1,103+57.9% | $5,299-67.1% | $592+194.3% |