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 | $23,566 | $49,280-52.2% | $67,313-65.0% | $64,186-63.3% |
| Participation rate | 92.1% | 60.8%+31.3pp | 69.1%+23.0pp | 69.6%+22.5pp |
| Annual return | -1.86% | -1.39%-0.5pp | -4.08%+2.2pp | 7.63%-9.5pp |
| Employer contribution / active EE | $701 | $1,668-58.0% | $2,566-72.7% | $2,381-70.5% |
| Participant deferral / active EE | $2,117 | $2,484-14.8% | $3,568-40.7% | $3,470-39.0% |
| Admin fee / account holder | $3,966 | $3,863+2.7% | $4,507-12.0% | $4,888-18.9% |