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 | $30,679 | $62,586-51.0% | $76,768-60.0% | $64,186-52.2% |
| Participation rate | 73.1% | 72.8%+0.3pp | 77.0%-3.9pp | 69.6%+3.5pp |
| Annual return | -4.76% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $935 | $1,832-49.0% | $2,485-62.4% | $2,381-60.7% |
| Participant deferral / active EE | $2,044 | $3,145-35.0% | $3,852-46.9% | $3,470-41.1% |
| Admin fee / account holder | $8,032 | $4,667+72.1% | $6,675+20.3% | $4,888+64.3% |