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 | $32,691 | $71,480-54.3% | $90,782-64.0% | $64,186-49.1% |
| Participation rate | 94.4% | 77.6%+16.9pp | 82.7%+11.8pp | 69.6%+24.9pp |
| Annual return | -6.22% | -4.25%-2.0pp | -3.42%-2.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,103 | $3,415-38.4% | $4,105-48.8% | $2,381-11.7% |
| Participant deferral / active EE | $4,833 | $4,302+12.3% | $5,366-9.9% | $3,470+39.3% |
| Admin fee / account holder | $1,554 | $6,309-75.4% | $5,908-73.7% | $4,888-68.2% |