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 | $37,479 | $53,596-30.1% | $90,645-58.7% | $64,186-41.6% |
| Participation rate | 96.7% | 64.5%+32.2pp | 74.0%+22.6pp | 69.6%+27.1pp |
| Annual return | -4.86% | 4.41%-9.3pp | 1.88%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,444 | $1,503-3.9% | $2,532-43.0% | $2,381-39.3% |
| Participant deferral / active EE | $3,239 | $2,459+31.7% | $3,425-5.4% | $3,470-6.6% |
| Admin fee / account holder | $2,773 | $3,868-28.3% | $4,994-44.5% | $4,888-43.3% |