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 | $32,445 | $53,596-39.5% | $90,645-64.2% | $64,186-49.5% |
| Participation rate | 78.8% | 64.5%+14.3pp | 74.0%+4.8pp | 69.6%+9.3pp |
| Annual return | -7.16% | 4.41%-11.6pp | 1.88%-9.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $862 | $1,503-42.6% | $2,532-65.9% | $2,381-63.8% |
| Participant deferral / active EE | $2,141 | $2,459-12.9% | $3,425-37.5% | $3,470-38.3% |
| Admin fee / account holder | $1,419 | $3,868-63.3% | $4,994-71.6% | $4,888-71.0% |