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 | $49,396 | $53,596-7.8% | $90,645-45.5% | $64,186-23.0% |
| Participation rate | 82.9% | 64.5%+18.4pp | 74.0%+8.9pp | 69.6%+13.4pp |
| Annual return | -8.01% | 4.41%-12.4pp | 1.88%-9.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,709 | $1,503+13.7% | $2,532-32.5% | $2,381-28.2% |
| Participant deferral / active EE | $2,750 | $2,459+11.8% | $3,425-19.7% | $3,470-20.7% |
| Admin fee / account holder | $5,284 | $3,868+36.6% | $4,994+5.8% | $4,888+8.1% |