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 | $33,758 | $43,723-22.8% | $121,196-72.1% | $64,186-47.4% |
| Participation rate | 72.1% | 58.3%+13.8pp | 71.7%+0.3pp | 69.6%+2.5pp |
| Annual return | -8.04% | 68.91%-77.0pp | 16.93%-25.0pp | 7.63%-15.7pp |
| Employer contribution / active EE | $907 | $1,296-30.0% | $4,022-77.4% | $2,381-61.9% |
| Participant deferral / active EE | $1,857 | $2,280-18.5% | $3,344-44.5% | $3,470-46.5% |
| Admin fee / account holder | $1,703 | $3,501-51.4% | $5,019-66.1% | $4,888-65.2% |