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 | $50,433 | $61,660-18.2% | $80,019-37.0% | $64,186-21.4% |
| Participation rate | 94.4% | 71.7%+22.8pp | 75.8%+18.6pp | 69.6%+24.9pp |
| Annual return | -5.60% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,053 | $1,810-41.8% | $2,468-57.3% | $2,381-55.8% |
| Participant deferral / active EE | $2,285 | $2,968-23.0% | $3,686-38.0% | $3,470-34.1% |
| Admin fee / account holder | $2,723 | $5,417-49.7% | $6,521-58.2% | $4,888-44.3% |