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 | $33,315 | $56,484-41.0% | $169,463-80.3% | $64,186-48.1% |
| Participation rate | 78.9% | 64.5%+14.4pp | 77.8%+1.2pp | 69.6%+9.4pp |
| Annual return | -6.59% | -1.55%-5.0pp | 1.83%-8.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,701 | $1,832-7.1% | $4,159-59.1% | $2,381-28.5% |
| Participant deferral / active EE | $4,626 | $3,448+34.2% | $5,277-12.3% | $3,470+33.3% |
| Admin fee / account holder | $7,968 | $4,174+90.9% | $9,109-12.5% | $4,888+63.0% |