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 | $38,150 | $62,586-39.0% | $76,768-50.3% | $64,186-40.6% |
| Participation rate | 72.2% | 72.8%-0.6pp | 77.0%-4.7pp | 69.6%+2.7pp |
| Annual return | -6.77% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,323 | $1,832-27.8% | $2,485-46.8% | $2,381-44.4% |
| Participant deferral / active EE | $3,418 | $3,145+8.7% | $3,852-11.3% | $3,470-1.5% |
| Admin fee / account holder | $4,306 | $4,667-7.7% | $6,675-35.5% | $4,888-11.9% |