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 | $44,050 | $49,280-10.6% | $67,313-34.6% | $64,186-31.4% |
| Participation rate | 77.3% | 60.8%+16.5pp | 69.1%+8.2pp | 69.6%+7.7pp |
| Annual return | -5.05% | -1.39%-3.7pp | -4.08%-1.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,273 | $1,668+36.2% | $2,566-11.4% | $2,381-4.5% |
| Participant deferral / active EE | $2,072 | $2,484-16.6% | $3,568-41.9% | $3,470-40.3% |
| Admin fee / account holder | $909 | $3,863-76.5% | $4,507-79.8% | $4,888-81.4% |