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 | $28,234 | $50,958-44.6% | $74,550-62.1% | $64,186-56.0% |
| Participation rate | 79.3% | 61.1%+18.3pp | 69.1%+10.2pp | 69.6%+9.7pp |
| Annual return | -5.57% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,685 | $1,115+51.1% | $1,961-14.1% | $2,381-29.2% |
| Participant deferral / active EE | $3,491 | $2,301+51.7% | $3,108+12.3% | $3,470+0.6% |
| Admin fee / account holder | $5,721 | $4,223+35.5% | $5,060+13.1% | $4,888+17.0% |