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 | $42,399 | $62,586-32.3% | $76,768-44.8% | $64,186-33.9% |
| Participation rate | 75.8% | 72.8%+2.9pp | 77.0%-1.2pp | 69.6%+6.2pp |
| Annual return | -7.31% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,207 | $1,832-34.1% | $2,485-51.4% | $2,381-49.3% |
| Participant deferral / active EE | $3,673 | $3,145+16.8% | $3,852-4.6% | $3,470+5.9% |
| Admin fee / account holder | $1,947 | $4,667-58.3% | $6,675-70.8% | $4,888-60.2% |