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 | $43,065 | $61,660-30.2% | $80,019-46.2% | $64,186-32.9% |
| Participation rate | 70.6% | 71.7%-1.1pp | 75.8%-5.2pp | 69.6%+1.0pp |
| Annual return | -7.32% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,496 | $1,810+37.9% | $2,468+1.1% | $2,381+4.8% |
| Participant deferral / active EE | $5,232 | $2,968+76.3% | $3,686+42.0% | $3,470+50.8% |
| Admin fee / account holder | $1,697 | $5,417-68.7% | $6,521-74.0% | $4,888-65.3% |