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 | $49,451 | $59,805-17.3% | $79,550-37.8% | $68,494-27.8% |
| Participation rate | 81.1% | 61.1%+20.0pp | 69.5%+11.6pp | 67.9%+13.2pp |
| Annual return | 0.23% | -12.30%+12.5pp | 0.16%+0.1pp | -7.84%+8.1pp |
| Employer contribution / active EE | $2,021 | $1,505+34.3% | $2,413-16.3% | $2,596-22.2% |
| Participant deferral / active EE | $3,003 | $3,024-0.7% | $3,985-24.6% | $4,027-25.4% |
| Admin fee / account holder | $12,100 | $4,835+150.3% | $6,832+77.1% | $5,403+124.0% |