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 | $27,904 | $43,327-35.6% | $59,878-53.4% | $64,186-56.5% |
| Participation rate | 90.9% | 69.2%+21.7pp | 74.7%+16.2pp | 69.6%+21.3pp |
| Annual return | -4.30% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,039 | $2,028-48.8% | $2,722-61.8% | $2,381-56.3% |
| Participant deferral / active EE | $1,628 | $2,546-36.1% | $3,402-52.2% | $3,470-53.1% |
| Admin fee / account holder | $1,215 | $3,005-59.6% | $3,590-66.2% | $4,888-75.1% |