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 | $40,475 | $62,586-35.3% | $76,768-47.3% | $64,186-36.9% |
| Participation rate | 84.2% | 72.8%+11.4pp | 77.0%+7.2pp | 69.6%+14.6pp |
| Annual return | -6.47% | -1.95%-4.5pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,854 | $1,832+1.2% | $2,485-25.4% | $2,381-22.1% |
| Participant deferral / active EE | $5,753 | $3,145+83.0% | $3,852+49.4% | $3,470+65.8% |
| Admin fee / account holder | $8,645 | $4,667+85.2% | $6,675+29.5% | $4,888+76.9% |