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 | $28,920 | $58,577-50.6% | $83,333-65.3% | $64,186-54.9% |
| Participation rate | 85.3% | 72.0%+13.3pp | 77.8%+7.5pp | 69.6%+15.7pp |
| Annual return | -5.19% | 9.65%-14.8pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,460 | $2,098-30.4% | $3,379-56.8% | $2,381-38.7% |
| Participant deferral / active EE | $3,173 | $4,654-31.8% | $5,565-43.0% | $3,470-8.6% |
| Admin fee / account holder | $671 | $9,275-92.8% | $7,510-91.1% | $4,888-86.3% |