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 | $37,889 | $56,484-32.9% | $169,463-77.6% | $64,186-41.0% |
| Participation rate | 70.7% | 64.5%+6.1pp | 77.8%-7.1pp | 69.6%+1.1pp |
| Annual return | -3.91% | -1.55%-2.4pp | 1.83%-5.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,237 | $1,832-32.5% | $4,159-70.3% | $2,381-48.1% |
| Participant deferral / active EE | $2,859 | $3,448-17.1% | $5,277-45.8% | $3,470-17.6% |
| Admin fee / account holder | $1,704 | $4,174-59.2% | $9,109-81.3% | $4,888-65.1% |