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 | $33,797 | $99,032-65.9% | $80,019-57.8% | $135,375-75.0% |
| Participation rate | 94.1% | 78.4%+15.8pp | 75.8%+18.3pp | 82.6%+11.5pp |
| Annual return | -6.06% | 15.39%-21.4pp | 11.22%-17.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,719 | $3,043-10.6% | $2,468+10.2% | $4,779-43.1% |
| Participant deferral / active EE | $4,493 | $4,282+4.9% | $3,686+21.9% | $5,609-19.9% |
| Admin fee / account holder | $2,387 | $10,436-77.1% | $6,521-63.4% | $10,827-77.9% |