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 | $31,806 | $62,586-49.2% | $76,768-58.6% | $64,186-50.4% |
| Participation rate | 77.5% | 72.8%+4.6pp | 77.0%+0.5pp | 69.6%+7.9pp |
| Annual return | -4.59% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $859 | $1,832-53.1% | $2,485-65.4% | $2,381-63.9% |
| Participant deferral / active EE | $2,416 | $3,145-23.2% | $3,852-37.3% | $3,470-30.4% |
| Admin fee / account holder | $1,745 | $4,667-62.6% | $6,675-73.9% | $4,888-64.3% |