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 | $44,440 | $56,484-21.3% | $169,463-73.8% | $64,186-30.8% |
| Participation rate | 74.3% | 64.5%+9.7pp | 77.8%-3.5pp | 69.6%+4.7pp |
| Annual return | -5.20% | -1.55%-3.7pp | 1.83%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,307 | $1,832+25.9% | $4,159-44.5% | $2,381-3.1% |
| Participant deferral / active EE | $6,116 | $3,448+77.4% | $5,277+15.9% | $3,470+76.3% |
| Admin fee / account holder | $9,132 | $4,174+118.8% | $9,109+0.3% | $4,888+86.8% |