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 | $41,329 | $61,660-33.0% | $80,019-48.4% | $64,186-35.6% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | -3.80% | -0.33%-3.5pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $447 | $1,810-75.3% | $2,468-81.9% | $2,381-81.2% |
| Participant deferral / active EE | $2,237 | $2,968-24.6% | $3,686-39.3% | $3,470-35.5% |
| Admin fee / account holder | $16,037 | $5,417+196.0% | $6,521+145.9% | $4,888+228.1% |