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 | $20,995 | $73,867-71.6% | $143,757-85.4% | $68,494-69.3% |
| Participation rate | 73.8% | 66.7%+7.2pp | 80.3%-6.5pp | 67.9%+5.9pp |
| Annual return | 5.09% | 1.01%+4.1pp | -0.04%+5.1pp | -7.84%+12.9pp |
| Employer contribution / active EE | $2,368 | $3,184-25.6% | $4,951-52.2% | $2,596-8.8% |
| Participant deferral / active EE | $3,156 | $3,384-6.7% | $5,637-44.0% | $4,027-21.6% |
| Admin fee / account holder | $2,378 | $5,755-58.7% | $14,673-83.8% | $5,403-56.0% |