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 | $26,135 | $61,660-57.6% | $80,019-67.3% | $64,186-59.3% |
| Participation rate | 92.8% | 71.7%+21.1pp | 75.8%+16.9pp | 69.6%+23.2pp |
| Annual return | -2.26% | -0.33%-1.9pp | 11.22%-13.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $867 | $1,810-52.1% | $2,468-64.9% | $2,381-63.6% |
| Participant deferral / active EE | $2,738 | $2,968-7.7% | $3,686-25.7% | $3,470-21.1% |
| Admin fee / account holder | $1,104 | $5,417-79.6% | $6,521-83.1% | $4,888-77.4% |