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 | $37,106 | $77,813-52.3% | $123,544-70.0% | $64,186-42.2% |
| Participation rate | 79.4% | 74.7%+4.7pp | 82.3%-2.9pp | 69.6%+9.8pp |
| Annual return | -7.99% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,092 | $3,014-63.8% | $4,628-76.4% | $2,381-54.1% |
| Participant deferral / active EE | $4,424 | $5,240-15.6% | $6,426-31.1% | $3,470+27.5% |
| Admin fee / account holder | $5,543 | $5,519+0.4% | $9,284-40.3% | $4,888+13.4% |