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 | $51,007 | $62,586-18.5% | $76,768-33.6% | $64,186-20.5% |
| Participation rate | 88.7% | 72.8%+15.9pp | 77.0%+11.7pp | 69.6%+19.1pp |
| Annual return | -3.27% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $586 | $1,832-68.0% | $2,485-76.4% | $2,381-75.4% |
| Participant deferral / active EE | $2,096 | $3,145-33.3% | $3,852-45.6% | $3,470-39.6% |
| Admin fee / account holder | $2,720 | $4,667-41.7% | $6,675-59.2% | $4,888-44.4% |