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 | $14,667 | $41,981-65.1% | $63,412-76.9% | $59,632-75.4% |
| Participation rate | 96.7% | 60.3%+36.4pp | 67.1%+29.6pp | 68.7%+28.0pp |
| Annual return | -0.60% | 13.04%-13.6pp | 4.04%-4.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,496 | $1,287+16.2% | $1,814-17.6% | $2,203-32.1% |
| Participant deferral / active EE | $2,135 | $2,002+6.7% | $2,496-14.4% | $3,192-33.1% |
| Admin fee / account holder | $1,522 | $3,509-56.6% | $3,753-59.5% | $4,297-64.6% |