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 | $35,023 | $58,577-40.2% | $83,333-58.0% | $64,186-45.4% |
| Participation rate | 85.1% | 72.0%+13.1pp | 77.8%+7.4pp | 69.6%+15.6pp |
| Annual return | -6.47% | 9.65%-16.1pp | 10.63%-17.1pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,623 | $2,098-22.6% | $3,379-52.0% | $2,381-31.8% |
| Participant deferral / active EE | $5,253 | $4,654+12.9% | $5,565-5.6% | $3,470+51.4% |
| Admin fee / account holder | $5,331 | $9,275-42.5% | $7,510-29.0% | $4,888+9.1% |