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 | $25,843 | $43,327-40.4% | $59,878-56.8% | $64,186-59.7% |
| Participation rate | 94.9% | 69.2%+25.7pp | 74.7%+20.2pp | 69.6%+25.3pp |
| Annual return | 2.53% | -1.55%+4.1pp | 3.46%-0.9pp | 7.63%-5.1pp |
| Employer contribution / active EE | $1,728 | $2,028-14.8% | $2,722-36.5% | $2,381-27.4% |
| Participant deferral / active EE | $2,742 | $2,546+7.7% | $3,402-19.4% | $3,470-21.0% |
| Admin fee / account holder | $10,229 | $3,005+240.4% | $3,590+184.9% | $4,888+109.3% |