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 | $41,149 | $62,586-34.3% | $76,768-46.4% | $64,186-35.9% |
| Participation rate | 76.2% | 72.8%+3.4pp | 77.0%-0.8pp | 69.6%+6.6pp |
| Annual return | -5.10% | -1.95%-3.2pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $830 | $1,832-54.7% | $2,485-66.6% | $2,381-65.2% |
| Participant deferral / active EE | $2,498 | $3,145-20.6% | $3,852-35.1% | $3,470-28.0% |
| Admin fee / account holder | $4,707 | $4,667+0.9% | $6,675-29.5% | $4,888-3.7% |