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 | $49,169 | $42,383+16.0% | $76,523-35.7% | $64,186-23.4% |
| Participation rate | 82.1% | 58.1%+24.0pp | 68.0%+14.1pp | 69.6%+12.6pp |
| Annual return | -7.19% | -16.54%+9.3pp | -0.27%-6.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $576 | $1,563-63.1% | $2,647-78.2% | $2,381-75.8% |
| Participant deferral / active EE | $3,405 | $2,566+32.7% | $3,835-11.2% | $3,470-1.9% |
| Admin fee / account holder | $400 | $3,198-87.5% | $4,848-91.8% | $4,888-91.8% |