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 | $27,830 | $43,327-35.8% | $59,878-53.5% | $64,186-56.6% |
| Participation rate | 78.9% | 69.2%+9.8pp | 74.7%+4.2pp | 69.6%+9.4pp |
| Annual return | -4.42% | -1.55%-2.9pp | 3.46%-7.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,107 | $2,028-45.4% | $2,722-59.3% | $2,381-53.5% |
| Participant deferral / active EE | $2,713 | $2,546+6.5% | $3,402-20.3% | $3,470-21.8% |
| Admin fee / account holder | $648 | $3,005-78.4% | $3,590-82.0% | $4,888-86.8% |