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 | $46,731 | $50,958-8.3% | $74,550-37.3% | $64,186-27.2% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.1%+2.7pp | 69.6%+2.3pp |
| Annual return | -5.16% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,193 | $1,115+7.0% | $1,961-39.1% | $2,381-49.9% |
| Participant deferral / active EE | $3,142 | $2,301+36.5% | $3,108+1.1% | $3,470-9.4% |
| Admin fee / account holder | $3,345 | $4,223-20.8% | $5,060-33.9% | $4,888-31.6% |