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 | $24,446 | $53,596-54.4% | $90,645-73.0% | $64,186-61.9% |
| Participation rate | 77.4% | 64.5%+12.8pp | 74.0%+3.3pp | 69.6%+7.8pp |
| Annual return | -5.59% | 4.41%-10.0pp | 1.88%-7.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $932 | $1,503-38.0% | $2,532-63.2% | $2,381-60.9% |
| Participant deferral / active EE | $3,449 | $2,459+40.3% | $3,425+0.7% | $3,470-0.6% |
| Admin fee / account holder | $5,554 | $3,868+43.6% | $4,994+11.2% | $4,888+13.6% |