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 | $42,147 | $62,586-32.7% | $76,768-45.1% | $64,186-34.3% |
| Participation rate | 89.0% | 72.8%+16.2pp | 77.0%+12.0pp | 69.6%+19.4pp |
| Annual return | -4.24% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $550 | $1,832-70.0% | $2,485-77.9% | $2,381-76.9% |
| Participant deferral / active EE | $3,085 | $3,145-1.9% | $3,852-19.9% | $3,470-11.1% |
| Admin fee / account holder | $13,091 | $4,667+180.5% | $6,675+96.1% | $4,888+167.8% |