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 | $27,656 | $56,484-51.0% | $169,463-83.7% | $64,186-56.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 1.75% | -1.55%+3.3pp | 1.83%-0.1pp | 7.63%-5.9pp |
| Employer contribution / active EE | $1,185 | $1,832-35.3% | $4,159-71.5% | $2,381-50.2% |
| Participant deferral / active EE | $3,037 | $3,448-11.9% | $5,277-42.4% | $3,470-12.5% |
| Admin fee / account holder | $5,785 | $4,174+38.6% | $9,109-36.5% | $4,888+18.3% |