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 | $29,101 | $50,958-42.9% | $74,550-61.0% | $64,186-54.7% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -6.25% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,048 | $1,115-6.1% | $1,961-46.6% | $2,381-56.0% |
| Participant deferral / active EE | $2,865 | $2,301+24.5% | $3,108-7.8% | $3,470-17.4% |
| Admin fee / account holder | $2,671 | $4,223-36.7% | $5,060-47.2% | $4,888-45.4% |