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 | $44,206 | $77,813-43.2% | $123,544-64.2% | $64,186-31.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -7.05% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,524 | $3,014-49.4% | $4,628-67.1% | $2,381-36.0% |
| Participant deferral / active EE | $3,788 | $5,240-27.7% | $6,426-41.1% | $3,470+9.2% |
| Admin fee / account holder | $2,490 | $5,519-54.9% | $9,284-73.2% | $4,888-49.1% |