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 9-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 | $45,126 | $58,577-23.0% | $83,333-45.8% | $64,186-29.7% |
| Participation rate | 76.1% | 72.0%+4.1pp | 77.8%-1.7pp | 69.6%+6.5pp |
| Annual return | -5.74% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $435 | $2,098-79.3% | $3,379-87.1% | $2,381-81.7% |
| Participant deferral / active EE | $3,230 | $4,654-30.6% | $5,565-42.0% | $3,470-6.9% |
| Admin fee / account holder | $5,706 | $9,275-38.5% | $7,510-24.0% | $4,888+16.7% |