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 | $32,093 | $50,958-37.0% | $74,550-57.0% | $64,186-50.0% |
| Participation rate | 71.6% | 61.1%+10.6pp | 69.1%+2.5pp | 69.6%+2.1pp |
| Annual return | -7.12% | -1.86%-5.3pp | 32.53%-39.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,977 | $1,115+77.3% | $1,961+0.8% | $2,381-16.9% |
| Participant deferral / active EE | $3,202 | $2,301+39.1% | $3,108+3.0% | $3,470-7.7% |
| Admin fee / account holder | $1,813 | $4,223-57.1% | $5,060-64.2% | $4,888-62.9% |