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 | $49,624 | $54,726-9.3% | $68,793-27.9% | $64,186-22.7% |
| Participation rate | 73.3% | 68.0%+5.3pp | 72.2%+1.1pp | 69.6%+3.8pp |
| Annual return | -5.62% | -1.62%-4.0pp | -4.63%-1.0pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,402 | $1,846+30.1% | $2,625-8.5% | $2,381+0.9% |
| Participant deferral / active EE | $5,242 | $2,626+99.6% | $3,311+58.3% | $3,470+51.1% |
| Admin fee / account holder | $14,384 | $4,027+257.2% | $5,131+180.4% | $4,888+194.3% |