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 | $47,285 | $62,586-24.4% | $76,768-38.4% | $64,186-26.3% |
| Participation rate | 98.5% | 72.8%+25.6pp | 77.0%+21.5pp | 69.6%+28.9pp |
| Annual return | -4.97% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $883 | $1,832-51.8% | $2,485-64.5% | $2,381-62.9% |
| Participant deferral / active EE | $3,547 | $3,145+12.8% | $3,852-7.9% | $3,470+2.2% |
| Admin fee / account holder | $791 | $4,667-83.0% | $6,675-88.1% | $4,888-83.8% |