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 | $26,959 | $62,586-56.9% | $76,768-64.9% | $64,186-58.0% |
| Participation rate | 90.7% | 72.8%+17.9pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -5.21% | -1.95%-3.3pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $473 | $1,832-74.2% | $2,485-81.0% | $2,381-80.1% |
| Participant deferral / active EE | $1,722 | $3,145-45.2% | $3,852-55.3% | $3,470-50.4% |
| Admin fee / account holder | $303 | $4,667-93.5% | $6,675-95.5% | $4,888-93.8% |