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 | $24,523 | $73,867-66.8% | $143,757-82.9% | $68,494-64.2% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -4.55% | 1.01%-5.6pp | -0.04%-4.5pp | -7.84%+3.3pp |
| Employer contribution / active EE | $1,606 | $3,184-49.6% | $4,951-67.6% | $2,596-38.1% |
| Participant deferral / active EE | $2,894 | $3,384-14.5% | $5,637-48.7% | $4,027-28.1% |
| Admin fee / account holder | $8,044 | $5,755+39.8% | $14,673-45.2% | $5,403+48.9% |