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 | $33,892 | $56,484-40.0% | $169,463-80.0% | $64,186-47.2% |
| Participation rate | 72.9% | 64.5%+8.3pp | 77.8%-4.9pp | 69.6%+3.3pp |
| Annual return | -5.06% | -1.55%-3.5pp | 1.83%-6.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,603 | $1,832-12.5% | $4,159-61.4% | $2,381-32.7% |
| Participant deferral / active EE | $2,410 | $3,448-30.1% | $5,277-54.3% | $3,470-30.5% |
| Admin fee / account holder | $13,824 | $4,174+231.2% | $9,109+51.8% | $4,888+182.8% |