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 | $30,653 | $43,504-29.5% | $68,793-55.4% | $56,287-45.5% |
| Participation rate | 71.4% | 67.8%+3.6pp | 72.2%-0.8pp | 69.9%+1.6pp |
| Annual return | -5.56% | -3.15%-2.4pp | -4.63%-0.9pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,738 | $1,525+13.9% | $2,625-33.8% | $2,111-17.7% |
| Participant deferral / active EE | $2,241 | $2,509-10.7% | $3,311-32.3% | $3,350-33.1% |
| Admin fee / account holder | $588 | $515+14.2% | $5,131-88.5% | $521+12.9% |