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 | $48,489 | $67,411-28.1% | $91,001-46.7% | $70,131-30.9% |
| Participation rate | 74.4% | 71.4%+3.0pp | 75.6%-1.2pp | 69.5%+4.8pp |
| Annual return | 15.28% | -40.16%+55.4pp | 4.60%+10.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $647 | $1,786-63.8% | $2,456-73.7% | $2,342-72.4% |
| Participant deferral / active EE | $2,093 | $2,823-25.9% | $3,547-41.0% | $3,332-37.2% |
| Admin fee / account holder | $1,210 | $4,236-71.4% | $5,417-77.7% | $4,645-74.0% |