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 | $49,156 | $54,726-10.2% | $68,793-28.5% | $64,186-23.4% |
| Participation rate | 84.7% | 68.0%+16.7pp | 72.2%+12.5pp | 69.6%+15.2pp |
| Annual return | -5.38% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,327 | $1,846-28.1% | $2,625-49.4% | $2,381-44.2% |
| Participant deferral / active EE | $2,845 | $2,626+8.3% | $3,311-14.1% | $3,470-18.0% |
| Admin fee / account holder | $845 | $4,027-79.0% | $5,131-83.5% | $4,888-82.7% |