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 | $34,557 | $61,660-44.0% | $80,019-56.8% | $64,186-46.2% |
| Participation rate | 86.8% | 71.7%+15.1pp | 75.8%+11.0pp | 69.6%+17.2pp |
| Annual return | -5.72% | -0.33%-5.4pp | 11.22%-16.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,927 | $1,810+6.5% | $2,468-21.9% | $2,381-19.0% |
| Participant deferral / active EE | $3,407 | $2,968+14.8% | $3,686-7.6% | $3,470-1.8% |
| Admin fee / account holder | $1,976 | $5,417-63.5% | $6,521-69.7% | $4,888-59.6% |