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 | $32,586 | $43,483-25.1% | $54,726-40.5% | $64,186-49.2% |
| Participation rate | 74.7% | 72.2%+2.5pp | 79.1%-4.5pp | 69.6%+5.1pp |
| Annual return | 7.83% | -1.03%+8.9pp | -4.56%+12.4pp | 7.63%+0.2pp |
| Employer contribution / active EE | $1,104 | $2,632-58.0% | $3,449-68.0% | $2,381-53.6% |
| Participant deferral / active EE | $1,461 | $3,102-52.9% | $3,953-63.0% | $3,470-57.9% |
| Admin fee / account holder | $2,377 | $4,250-44.1% | $3,818-37.7% | $4,888-51.4% |