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 | $50,028 | $50,958-1.8% | $74,550-32.9% | $64,186-22.1% |
| Participation rate | 71.6% | 61.1%+10.5pp | 69.1%+2.4pp | 69.6%+2.0pp |
| Annual return | -5.55% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,236 | $1,115+10.8% | $1,961-37.0% | $2,381-48.1% |
| Participant deferral / active EE | $2,178 | $2,301-5.4% | $3,108-29.9% | $3,470-37.2% |
| Admin fee / account holder | $3,647 | $4,223-13.6% | $5,060-27.9% | $4,888-25.4% |