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 | $26,351 | $59,805-55.9% | $79,550-66.9% | $68,494-61.5% |
| Participation rate | 87.9% | 61.1%+26.8pp | 69.5%+18.4pp | 67.9%+20.0pp |
| Annual return | 7.66% | -12.30%+20.0pp | 0.16%+7.5pp | -7.84%+15.5pp |
| Employer contribution / active EE | $657 | $1,505-56.3% | $2,413-72.8% | $2,596-74.7% |
| Participant deferral / active EE | $3,760 | $3,024+24.3% | $3,985-5.6% | $4,027-6.6% |
| Admin fee / account holder | $23,095 | $4,835+377.7% | $6,832+238.0% | $5,403+327.5% |