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 | $52,496 | $61,660-14.9% | $80,019-34.4% | $64,186-18.2% |
| Participation rate | 73.7% | 71.7%+2.0pp | 75.8%-2.1pp | 69.6%+4.1pp |
| Annual return | -5.58% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,312 | $1,810-27.6% | $2,468-46.9% | $2,381-44.9% |
| Participant deferral / active EE | $3,578 | $2,968+20.6% | $3,686-2.9% | $3,470+3.1% |
| Admin fee / account holder | $395 | $5,417-92.7% | $6,521-93.9% | $4,888-91.9% |