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 | $62,377 | $77,813-19.8% | $123,544-49.5% | $64,186-2.8% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.5pp |
| Annual return | -7.82% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $845 | $3,014-72.0% | $4,628-81.7% | $2,381-64.5% |
| Participant deferral / active EE | $4,976 | $5,240-5.0% | $6,426-22.6% | $3,470+43.4% |
| Admin fee / account holder | $8,498 | $5,519+54.0% | $9,284-8.5% | $4,888+73.8% |