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 | $57,986 | $77,813-25.5% | $123,544-53.1% | $64,186-9.7% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -6.05% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,847 | $3,014+27.6% | $4,628-16.9% | $2,381+61.6% |
| Participant deferral / active EE | $3,937 | $5,240-24.9% | $6,426-38.7% | $3,470+13.5% |
| Admin fee / account holder | $846 | $5,519-84.7% | $9,284-90.9% | $4,888-82.7% |