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 | $32,776 | $61,660-46.8% | $80,019-59.0% | $64,186-48.9% |
| Participation rate | 92.3% | 71.7%+20.6pp | 75.8%+16.5pp | 69.6%+22.7pp |
| Annual return | -7.44% | -0.33%-7.1pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,711 | $1,810-5.5% | $2,468-30.7% | $2,381-28.1% |
| Participant deferral / active EE | $4,037 | $2,968+36.0% | $3,686+9.5% | $3,470+16.4% |
| Admin fee / account holder | $1,387 | $5,417-74.4% | $6,521-78.7% | $4,888-71.6% |