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 | $47,332 | $77,813-39.2% | $123,544-61.7% | $64,186-26.3% |
| Participation rate | 78.1% | 74.7%+3.4pp | 82.3%-4.2pp | 69.6%+8.6pp |
| Annual return | -8.04% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,571 | $3,014-14.7% | $4,628-44.5% | $2,381+8.0% |
| Participant deferral / active EE | $3,936 | $5,240-24.9% | $6,426-38.7% | $3,470+13.4% |
| Admin fee / account holder | $2,358 | $5,519-57.3% | $9,284-74.6% | $4,888-51.8% |