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 | $34,909 | $53,596-34.9% | $90,645-61.5% | $64,186-45.6% |
| Participation rate | 74.4% | 64.5%+9.9pp | 74.0%+0.4pp | 69.6%+4.9pp |
| Annual return | -4.82% | 4.41%-9.2pp | 1.88%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $881 | $1,503-41.4% | $2,532-65.2% | $2,381-63.0% |
| Participant deferral / active EE | $1,764 | $2,459-28.3% | $3,425-48.5% | $3,470-49.2% |
| Admin fee / account holder | $2,808 | $3,868-27.4% | $4,994-43.8% | $4,888-42.5% |