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 | $51,231 | $62,586-18.1% | $76,768-33.3% | $64,186-20.2% |
| Participation rate | 84.4% | 72.8%+11.6pp | 77.0%+7.4pp | 69.6%+14.8pp |
| Annual return | -5.77% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $510 | $1,832-72.2% | $2,485-79.5% | $2,381-78.6% |
| Participant deferral / active EE | $3,556 | $3,145+13.1% | $3,852-7.7% | $3,470+2.5% |
| Admin fee / account holder | $16,849 | $4,667+261.0% | $6,675+152.4% | $4,888+244.7% |