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 | $25,122 | $56,484-55.5% | $169,463-85.2% | $64,186-60.9% |
| Participation rate | 71.1% | 64.5%+6.5pp | 77.8%-6.7pp | 69.6%+1.5pp |
| Annual return | -4.85% | -1.55%-3.3pp | 1.83%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,375 | $1,832-25.0% | $4,159-66.9% | $2,381-42.2% |
| Participant deferral / active EE | $2,239 | $3,448-35.1% | $5,277-57.6% | $3,470-35.5% |
| Admin fee / account holder | $2,420 | $4,174-42.0% | $9,109-73.4% | $4,888-50.5% |