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 | $34,168 | $62,586-45.4% | $76,768-55.5% | $64,186-46.8% |
| Participation rate | 79.7% | 72.8%+6.9pp | 77.0%+2.8pp | 69.6%+10.2pp |
| Annual return | -3.74% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $561 | $1,832-69.4% | $2,485-77.4% | $2,381-76.4% |
| Participant deferral / active EE | $3,416 | $3,145+8.6% | $3,852-11.3% | $3,470-1.5% |
| Admin fee / account holder | $13,757 | $4,667+194.8% | $6,675+106.1% | $4,888+181.4% |