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 | $57,412 | $62,586-8.3% | $76,768-25.2% | $64,186-10.6% |
| Participation rate | 78.3% | 72.8%+5.4pp | 77.0%+1.3pp | 69.6%+8.7pp |
| Annual return | -5.79% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,836 | $1,832+0.2% | $2,485-26.1% | $2,381-22.9% |
| Participant deferral / active EE | $3,206 | $3,145+1.9% | $3,852-16.8% | $3,470-7.6% |
| Admin fee / account holder | $1,066 | $4,667-77.2% | $6,675-84.0% | $4,888-78.2% |