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 | $27,673 | $50,958-45.7% | $74,550-62.9% | $64,186-56.9% |
| Participation rate | 88.2% | 61.1%+27.2pp | 69.1%+19.1pp | 69.6%+18.7pp |
| Annual return | -5.52% | -1.86%-3.7pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $611 | $1,115-45.2% | $1,961-68.8% | $2,381-74.3% |
| Participant deferral / active EE | $2,411 | $2,301+4.8% | $3,108-22.4% | $3,470-30.5% |
| Admin fee / account holder | $2,457 | $4,223-41.8% | $5,060-51.4% | $4,888-49.7% |