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 | $36,657 | $58,577-37.4% | $83,333-56.0% | $64,186-42.9% |
| Participation rate | 96.3% | 72.0%+24.3pp | 77.8%+18.5pp | 69.6%+26.7pp |
| Annual return | -5.25% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,436 | $2,098-31.6% | $3,379-57.5% | $2,381-39.7% |
| Participant deferral / active EE | $6,498 | $4,654+39.6% | $5,565+16.8% | $3,470+87.3% |
| Admin fee / account holder | $5,055 | $9,275-45.5% | $7,510-32.7% | $4,888+3.4% |