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 | $58,253 | $69,977-16.8% | $108,579-46.3% | $62,891-7.4% |
| Participation rate | 71.1% | 72.9%-1.8pp | 79.6%-8.5pp | 69.3%+1.7pp |
| Annual return | 7.22% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,695 | $2,135-20.6% | $3,758-54.9% | $2,281-25.7% |
| Participant deferral / active EE | $2,825 | $3,165-10.7% | $4,311-34.5% | $3,203-11.8% |
| Admin fee / account holder | $7,751 | $5,076+52.7% | $7,645+1.4% | $4,296+80.4% |