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 | $43,598 | $62,586-30.3% | $76,768-43.2% | $64,186-32.1% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.3pp |
| Annual return | -4.46% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,264 | $1,832-31.0% | $2,485-49.2% | $2,381-46.9% |
| Participant deferral / active EE | $2,906 | $3,145-7.6% | $3,852-24.6% | $3,470-16.3% |
| Admin fee / account holder | $4,448 | $4,667-4.7% | $6,675-33.4% | $4,888-9.0% |