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 | $69,677 | $62,586+11.3% | $76,768-9.2% | $64,186+8.6% |
| Participation rate | 78.6% | 72.8%+5.8pp | 77.0%+1.6pp | 69.6%+9.0pp |
| Annual return | -3.44% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $979 | $1,832-46.6% | $2,485-60.6% | $2,381-58.9% |
| Participant deferral / active EE | $2,498 | $3,145-20.6% | $3,852-35.1% | $3,470-28.0% |
| Admin fee / account holder | $36,430 | $4,667+680.6% | $6,675+445.8% | $4,888+645.3% |