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 9-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 | $48,833 | $62,586-22.0% | $76,768-36.4% | $64,186-23.9% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | 12.32% | -1.95%+14.3pp | 2.43%+9.9pp | 7.63%+4.7pp |
| Employer contribution / active EE | $442 | $1,832-75.9% | $2,485-82.2% | $2,381-81.5% |
| Participant deferral / active EE | $2,415 | $3,145-23.2% | $3,852-37.3% | $3,470-30.4% |
| Admin fee / account holder | $6,415 | $4,667+37.4% | $6,675-3.9% | $4,888+31.2% |