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 | $38,266 | $69,977-45.3% | $108,579-64.8% | $62,891-39.2% |
| Participation rate | 71.0% | 72.9%-1.9pp | 79.6%-8.6pp | 69.3%+1.7pp |
| Annual return | 6.13% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,810 | $2,135-15.2% | $3,758-51.8% | $2,281-20.6% |
| Participant deferral / active EE | $2,455 | $3,165-22.4% | $4,311-43.1% | $3,203-23.4% |
| Admin fee / account holder | $1,360 | $5,076-73.2% | $7,645-82.2% | $4,296-68.3% |