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 | $44,902 | $62,586-28.3% | $76,768-41.5% | $64,186-30.0% |
| Participation rate | 92.6% | 72.8%+19.8pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | -5.35% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,205 | $1,832-34.2% | $2,485-51.5% | $2,381-49.4% |
| Participant deferral / active EE | $3,291 | $3,145+4.7% | $3,852-14.5% | $3,470-5.1% |
| Admin fee / account holder | $3,828 | $4,667-18.0% | $6,675-42.6% | $4,888-21.7% |