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 | $55,300 | $58,577-5.6% | $83,333-33.6% | $64,186-13.8% |
| Participation rate | 75.3% | 72.0%+3.3pp | 77.8%-2.4pp | 69.6%+5.8pp |
| Annual return | -7.98% | 9.65%-17.6pp | 10.63%-18.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,424 | $2,098+15.5% | $3,379-28.2% | $2,381+1.8% |
| Participant deferral / active EE | $5,098 | $4,654+9.5% | $5,565-8.4% | $3,470+46.9% |
| Admin fee / account holder | $1,113 | $9,275-88.0% | $7,510-85.2% | $4,888-77.2% |