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 | $33,533 | $50,958-34.2% | $74,550-55.0% | $64,186-47.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.56% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $886 | $1,115-20.5% | $1,961-54.8% | $2,381-62.8% |
| Participant deferral / active EE | $2,630 | $2,301+14.3% | $3,108-15.4% | $3,470-24.2% |
| Admin fee / account holder | $2,913 | $4,223-31.0% | $5,060-42.4% | $4,888-40.4% |