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 | $39,268 | $62,586-37.3% | $76,768-48.8% | $64,186-38.8% |
| Participation rate | 71.2% | 72.8%-1.6pp | 77.0%-5.7pp | 69.6%+1.7pp |
| Annual return | -6.16% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,095 | $1,832+14.4% | $2,485-15.7% | $2,381-12.0% |
| Participant deferral / active EE | $3,290 | $3,145+4.6% | $3,852-14.6% | $3,470-5.2% |
| Admin fee / account holder | $1,797 | $4,667-61.5% | $6,675-73.1% | $4,888-63.2% |