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 | $40,613 | $77,813-47.8% | $123,544-67.1% | $64,186-36.7% |
| Participation rate | 81.0% | 74.7%+6.3pp | 82.3%-1.3pp | 69.6%+11.5pp |
| Annual return | -6.39% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $712 | $3,014-76.4% | $4,628-84.6% | $2,381-70.1% |
| Participant deferral / active EE | $3,317 | $5,240-36.7% | $6,426-48.4% | $3,470-4.4% |
| Admin fee / account holder | $2,511 | $5,519-54.5% | $9,284-72.9% | $4,888-48.6% |