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 | $38,830 | $58,577-33.7% | $83,333-53.4% | $64,186-39.5% |
| Participation rate | 70.6% | 72.0%-1.4pp | 77.8%-7.2pp | 69.6%+1.0pp |
| Annual return | -7.36% | 9.65%-17.0pp | 10.63%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,015 | $2,098-51.6% | $3,379-69.9% | $2,381-57.4% |
| Participant deferral / active EE | $5,809 | $4,654+24.8% | $5,565+4.4% | $3,470+67.4% |
| Admin fee / account holder | $4,505 | $9,275-51.4% | $7,510-40.0% | $4,888-7.8% |