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 | $36,320 | $58,577-38.0% | $83,333-56.4% | $64,186-43.4% |
| Participation rate | 70.4% | 72.0%-1.7pp | 77.8%-7.4pp | 69.6%+0.8pp |
| Annual return | -2.82% | 9.65%-12.5pp | 10.63%-13.5pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,023 | $4,654-13.6% | $5,565-27.7% | $3,470+15.9% |
| Admin fee / account holder | $3,294 | $9,275-64.5% | $7,510-56.1% | $4,888-32.6% |