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 | $42,374 | $62,586-32.3% | $76,768-44.8% | $64,186-34.0% |
| Participation rate | 81.0% | 72.8%+8.1pp | 77.0%+4.0pp | 69.6%+11.4pp |
| Annual return | -5.89% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,383 | $1,832-24.5% | $2,485-44.3% | $2,381-41.9% |
| Participant deferral / active EE | $2,805 | $3,145-10.8% | $3,852-27.2% | $3,470-19.1% |
| Admin fee / account holder | $9,431 | $4,667+102.1% | $6,675+41.3% | $4,888+92.9% |