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 | $41,875 | $62,586-33.1% | $76,768-45.5% | $64,186-34.8% |
| Participation rate | 81.1% | 72.8%+8.3pp | 77.0%+4.2pp | 69.6%+11.6pp |
| Annual return | -3.36% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,092 | $1,832-40.4% | $2,485-56.1% | $2,381-54.1% |
| Participant deferral / active EE | $3,243 | $3,145+3.1% | $3,852-15.8% | $3,470-6.5% |
| Admin fee / account holder | $1,016 | $4,667-78.2% | $6,675-84.8% | $4,888-79.2% |