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 | $41,245 | $62,586-34.1% | $76,768-46.3% | $64,186-35.7% |
| Participation rate | 82.4% | 72.8%+9.5pp | 77.0%+5.4pp | 69.6%+12.8pp |
| Annual return | -5.04% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $437 | $1,832-76.1% | $2,485-82.4% | $2,381-81.6% |
| Participant deferral / active EE | $3,042 | $3,145-3.3% | $3,852-21.0% | $3,470-12.3% |
| Admin fee / account holder | $6,418 | $4,667+37.5% | $6,675-3.8% | $4,888+31.3% |