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 | $23,259 | $52,836-56.0% | $105,738-78.0% | $64,186-63.8% |
| Participation rate | 73.2% | 66.5%+6.7pp | 76.3%-3.1pp | 69.6%+3.6pp |
| Annual return | -5.35% | 14.30%-19.6pp | 6.27%-11.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,477 | $1,827-19.1% | $3,268-54.8% | $2,381-38.0% |
| Participant deferral / active EE | $2,596 | $2,545+2.0% | $4,080-36.4% | $3,470-25.2% |
| Admin fee / account holder | $363 | $3,959-90.8% | $6,913-94.7% | $4,888-92.6% |