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 | $56,708 | $71,883-21.1% | $86,677-34.6% | $68,494-17.2% |
| Participation rate | 71.1% | 72.2%-1.2pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | 0.77% | 3.52%-2.8pp | 35.91%-35.1pp | -7.84%+8.6pp |
| Employer contribution / active EE | $1,817 | $2,173-16.4% | $2,836-35.9% | $2,596-30.0% |
| Participant deferral / active EE | $3,358 | $3,779-11.1% | $4,656-27.9% | $4,027-16.6% |
| Admin fee / account holder | $5,168 | $6,112-15.4% | $7,493-31.0% | $5,403-4.4% |