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 | $29,908 | $43,327-31.0% | $59,878-50.1% | $64,186-53.4% |
| Participation rate | 85.7% | 69.2%+16.5pp | 74.7%+11.0pp | 69.6%+16.1pp |
| Annual return | -3.75% | -1.55%-2.2pp | 3.46%-7.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,567 | $2,028+26.6% | $2,722-5.7% | $2,381+7.8% |
| Participant deferral / active EE | $1,044 | $2,546-59.0% | $3,402-69.3% | $3,470-69.9% |
| Admin fee / account holder | $3,410 | $3,005+13.5% | $3,590-5.0% | $4,888-30.2% |