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 | $32,725 | $62,586-47.7% | $76,768-57.4% | $64,186-49.0% |
| Participation rate | 72.5% | 72.8%-0.4pp | 77.0%-4.5pp | 69.6%+2.9pp |
| Annual return | -5.02% | -1.95%-3.1pp | 2.43%-7.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,997 | $1,832+172.7% | $2,485+101.1% | $2,381+109.9% |
| Participant deferral / active EE | $2,758 | $3,145-12.3% | $3,852-28.4% | $3,470-20.5% |
| Admin fee / account holder | $4,335 | $4,667-7.1% | $6,675-35.1% | $4,888-11.3% |