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 | $40,466 | $62,586-35.3% | $76,768-47.3% | $64,186-37.0% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | 6.73% | -1.95%+8.7pp | 2.43%+4.3pp | 7.63%-0.9pp |
| Employer contribution / active EE | $1,380 | $1,832-24.7% | $2,485-44.5% | $2,381-42.0% |
| Participant deferral / active EE | $2,024 | $3,145-35.6% | $3,852-47.5% | $3,470-41.7% |
| Admin fee / account holder | $5,372 | $4,667+15.1% | $6,675-19.5% | $4,888+9.9% |