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 | $31,661 | $62,586-49.4% | $76,768-58.8% | $64,186-50.7% |
| Participation rate | 72.1% | 72.8%-0.7pp | 77.0%-4.9pp | 69.6%+2.5pp |
| Annual return | -7.49% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,766 | $1,832-3.6% | $2,485-28.9% | $2,381-25.8% |
| Participant deferral / active EE | $2,616 | $3,145-16.8% | $3,852-32.1% | $3,470-24.6% |
| Admin fee / account holder | $2,569 | $4,667-45.0% | $6,675-61.5% | $4,888-47.4% |