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 | $38,098 | $59,805-36.3% | $79,550-52.1% | $68,494-44.4% |
| Participation rate | 92.7% | 61.1%+31.6pp | 69.5%+23.2pp | 67.9%+24.8pp |
| Annual return | -7.92% | -12.30%+4.4pp | 0.16%-8.1pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,903 | $1,505+26.4% | $2,413-21.1% | $2,596-26.7% |
| Participant deferral / active EE | $4,632 | $3,024+53.2% | $3,985+16.2% | $4,027+15.0% |
| Admin fee / account holder | $6,210 | $4,835+28.4% | $6,832-9.1% | $5,403+14.9% |