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 | $27,323 | $58,577-53.4% | $83,333-67.2% | $64,186-57.4% |
| Participation rate | 95.6% | 72.0%+23.5pp | 77.8%+17.8pp | 69.6%+26.0pp |
| Annual return | -1.57% | 9.65%-11.2pp | 10.63%-12.2pp | 7.63%-9.2pp |
| Employer contribution / active EE | $2,288 | $2,098+9.1% | $3,379-32.3% | $2,381-3.9% |
| Participant deferral / active EE | $6,065 | $4,654+30.3% | $5,565+9.0% | $3,470+74.8% |
| Admin fee / account holder | $495 | $9,275-94.7% | $7,510-93.4% | $4,888-89.9% |