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 | $49,499 | $58,577-15.5% | $83,333-40.6% | $64,186-22.9% |
| Participation rate | 71.2% | 72.0%-0.8pp | 77.8%-6.6pp | 69.6%+1.6pp |
| Annual return | -5.23% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,199 | $2,098+4.8% | $3,379-34.9% | $2,381-7.6% |
| Participant deferral / active EE | $5,039 | $4,654+8.3% | $5,565-9.5% | $3,470+45.2% |
| Admin fee / account holder | $4,425 | $9,275-52.3% | $7,510-41.1% | $4,888-9.5% |