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 | $31,466 | $53,596-41.3% | $90,645-65.3% | $64,186-51.0% |
| Participation rate | 90.3% | 64.5%+25.8pp | 74.0%+16.3pp | 69.6%+20.8pp |
| Annual return | -1.84% | 4.41%-6.3pp | 1.88%-3.7pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,017 | $1,503+34.2% | $2,532-20.3% | $2,381-15.3% |
| Participant deferral / active EE | $3,569 | $2,459+45.2% | $3,425+4.2% | $3,470+2.9% |
| Admin fee / account holder | $2,264 | $3,868-41.5% | $4,994-54.7% | $4,888-53.7% |