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 | $36,143 | $62,586-42.3% | $76,768-52.9% | $64,186-43.7% |
| Participation rate | 74.5% | 72.8%+1.7pp | 77.0%-2.4pp | 69.6%+5.0pp |
| Annual return | -5.97% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $796 | $1,832-56.5% | $2,485-68.0% | $2,381-66.6% |
| Participant deferral / active EE | $1,869 | $3,145-40.6% | $3,852-51.5% | $3,470-46.1% |
| Admin fee / account holder | $10,027 | $4,667+114.9% | $6,675+50.2% | $4,888+105.1% |