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 | $42,434 | $77,813-45.5% | $123,544-65.7% | $64,186-33.9% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -5.43% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $579 | $3,014-80.8% | $4,628-87.5% | $2,381-75.7% |
| Participant deferral / active EE | $4,572 | $5,240-12.8% | $6,426-28.9% | $3,470+31.8% |
| Admin fee / account holder | $5,421 | $5,519-1.8% | $9,284-41.6% | $4,888+10.9% |