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 | $37,769 | $62,586-39.7% | $76,768-50.8% | $64,186-41.2% |
| Participation rate | 73.6% | 72.8%+0.8pp | 77.0%-3.3pp | 69.6%+4.1pp |
| Annual return | 1.93% | -1.95%+3.9pp | 2.43%-0.5pp | 7.63%-5.7pp |
| Employer contribution / active EE | $848 | $1,832-53.7% | $2,485-65.9% | $2,381-64.4% |
| Participant deferral / active EE | $4,779 | $3,145+52.0% | $3,852+24.1% | $3,470+37.7% |
| Admin fee / account holder | $6,239 | $4,667+33.7% | $6,675-6.5% | $4,888+27.6% |