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 | $44,511 | $77,813-42.8% | $123,544-64.0% | $64,186-30.7% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -3.42% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,482 | $3,014-17.6% | $4,628-46.4% | $2,381+4.3% |
| Participant deferral / active EE | $4,197 | $5,240-19.9% | $6,426-34.7% | $3,470+21.0% |
| Admin fee / account holder | $3,552 | $5,519-35.6% | $9,284-61.7% | $4,888-27.3% |