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 | $15,285 | $87,540-82.5% | $75,781-79.8% | $125,391-87.8% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -0.70% | 13.48%-14.2pp | 9.68%-10.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,078 | $3,930-47.1% | $3,323-37.5% | $4,866-57.3% |
| Participant deferral / active EE | $2,760 | $4,229-34.7% | $3,651-24.4% | $5,352-48.4% |
| Admin fee / account holder | $5,753 | $6,502-11.5% | $5,299+8.6% | $9,540-39.7% |