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 | $41,726 | $53,596-22.1% | $90,645-54.0% | $64,186-35.0% |
| Participation rate | 91.8% | 64.5%+27.3pp | 74.0%+17.8pp | 69.6%+22.3pp |
| Annual return | -4.99% | 4.41%-9.4pp | 1.88%-6.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,448 | $2,459-0.4% | $3,425-28.5% | $3,470-29.5% |
| Admin fee / account holder | $3,978 | $3,868+2.8% | $4,994-20.3% | $4,888-18.6% |