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 | $43,389 | $62,586-30.7% | $76,768-43.5% | $64,186-32.4% |
| Participation rate | 73.3% | 72.8%+0.5pp | 77.0%-3.6pp | 69.6%+3.8pp |
| Annual return | -2.97% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,308 | $1,832-28.6% | $2,485-47.4% | $2,381-45.1% |
| Participant deferral / active EE | $2,498 | $3,145-20.6% | $3,852-35.1% | $3,470-28.0% |
| Admin fee / account holder | $726 | $4,667-84.4% | $6,675-89.1% | $4,888-85.1% |