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 | $18,181 | $43,327-58.0% | $59,878-69.6% | $64,186-71.7% |
| Participation rate | 72.7% | 69.2%+3.6pp | 74.7%-2.0pp | 69.6%+3.2pp |
| Annual return | -5.28% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,185 | $2,546-53.5% | $3,402-65.2% | $3,470-65.9% |
| Admin fee / account holder | $4,201 | $3,005+39.8% | $3,590+17.0% | $4,888-14.1% |