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 | $28,795 | $97,044-70.3% | $83,333-65.4% | $135,375-78.7% |
| Participation rate | 76.5% | 80.4%-3.9pp | 77.8%-1.3pp | 82.6%-6.2pp |
| Annual return | -6.28% | 12.31%-18.6pp | 10.63%-16.9pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,731 | $4,143-58.2% | $3,379-48.8% | $4,779-63.8% |
| Participant deferral / active EE | $2,273 | $5,964-61.9% | $5,565-59.1% | $5,609-59.5% |
| Admin fee / account holder | $9,342 | $8,380+11.5% | $7,510+24.4% | $10,827-13.7% |