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 | $40,699 | $61,660-34.0% | $80,019-49.1% | $64,186-36.6% |
| Participation rate | 91.5% | 71.7%+19.8pp | 75.8%+15.7pp | 69.6%+22.0pp |
| Annual return | -7.26% | -0.33%-6.9pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,690 | $1,810-6.6% | $2,468-31.5% | $2,381-29.0% |
| Participant deferral / active EE | $3,849 | $2,968+29.7% | $3,686+4.4% | $3,470+10.9% |
| Admin fee / account holder | $2,236 | $5,417-58.7% | $6,521-65.7% | $4,888-54.3% |