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 | $30,843 | $50,958-39.5% | $74,550-58.6% | $64,186-51.9% |
| Participation rate | 77.1% | 61.1%+16.1pp | 69.1%+8.0pp | 69.6%+7.6pp |
| Annual return | -2.29% | -1.86%-0.4pp | 32.53%-34.8pp | 7.63%-9.9pp |
| Employer contribution / active EE | $369 | $1,115-66.9% | $1,961-81.2% | $2,381-84.5% |
| Participant deferral / active EE | $2,423 | $2,301+5.3% | $3,108-22.1% | $3,470-30.2% |
| Admin fee / account holder | $649 | $4,223-84.6% | $5,060-87.2% | $4,888-86.7% |