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 | $41,650 | $62,586-33.5% | $76,768-45.7% | $64,186-35.1% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -0.26% | -1.95%+1.7pp | 2.43%-2.7pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,542 | $1,832-15.8% | $2,485-38.0% | $2,381-35.2% |
| Participant deferral / active EE | $2,216 | $3,145-29.5% | $3,852-42.5% | $3,470-36.1% |
| Admin fee / account holder | $1,167 | $4,667-75.0% | $6,675-82.5% | $4,888-76.1% |