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 | $49,444 | $62,586-21.0% | $76,768-35.6% | $64,186-23.0% |
| Participation rate | 95.8% | 72.8%+23.0pp | 77.0%+18.9pp | 69.6%+26.3pp |
| Annual return | -3.51% | -1.95%-1.6pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,195 | $1,832-34.8% | $2,485-51.9% | $2,381-49.8% |
| Participant deferral / active EE | $3,028 | $3,145-3.7% | $3,852-21.4% | $3,470-12.7% |
| Admin fee / account holder | $1,091 | $4,667-76.6% | $6,675-83.7% | $4,888-77.7% |