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 | $31,438 | $53,596-41.3% | $90,645-65.3% | $64,186-51.0% |
| Participation rate | 86.9% | 64.5%+22.4pp | 74.0%+12.9pp | 69.6%+17.3pp |
| Annual return | -7.37% | 4.41%-11.8pp | 1.88%-9.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,284 | $1,503-14.5% | $2,532-49.3% | $2,381-46.1% |
| Participant deferral / active EE | $2,909 | $2,459+18.3% | $3,425-15.0% | $3,470-16.1% |
| Admin fee / account holder | $1,395 | $3,868-63.9% | $4,994-72.1% | $4,888-71.5% |