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 | $23,495 | $77,813-69.8% | $123,544-81.0% | $64,186-63.4% |
| Participation rate | 71.2% | 74.7%-3.5pp | 82.3%-11.1pp | 69.6%+1.6pp |
| Annual return | 1.13% | 12.48%-11.4pp | 119.20%-118.1pp | 7.63%-6.5pp |
| Employer contribution / active EE | $2,794 | $3,014-7.3% | $4,628-39.6% | $2,381+17.3% |
| Participant deferral / active EE | $5,687 | $5,240+8.5% | $6,426-11.5% | $3,470+63.9% |
| Admin fee / account holder | $4,686 | $5,519-15.1% | $9,284-49.5% | $4,888-4.1% |