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 | $36,433 | $54,380-33.0% | $68,509-46.8% | $59,632-38.9% |
| Participation rate | 79.5% | 70.2%+9.4pp | 74.7%+4.8pp | 68.7%+10.9pp |
| Annual return | -0.53% | 2.83%-3.4pp | 8.27%-8.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,094 | $1,539-28.9% | $2,278-52.0% | $2,203-50.3% |
| Participant deferral / active EE | $2,143 | $2,643-18.9% | $3,382-36.7% | $3,192-32.9% |
| Admin fee / account holder | $1,128 | $3,885-71.0% | $5,275-78.6% | $4,297-73.7% |