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 | $44,735 | $62,586-28.5% | $76,768-41.7% | $64,186-30.3% |
| Participation rate | 76.5% | 72.8%+3.7pp | 77.0%-0.5pp | 69.6%+6.9pp |
| Annual return | 13.56% | -1.95%+15.5pp | 2.43%+11.1pp | 7.63%+5.9pp |
| Employer contribution / active EE | $1,681 | $1,832-8.2% | $2,485-32.3% | $2,381-29.4% |
| Participant deferral / active EE | $3,282 | $3,145+4.4% | $3,852-14.8% | $3,470-5.4% |
| Admin fee / account holder | $601 | $4,667-87.1% | $6,675-91.0% | $4,888-87.7% |