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 | $31,057 | $43,723-29.0% | $121,196-74.4% | $64,186-51.6% |
| Participation rate | 72.3% | 58.3%+14.0pp | 71.7%+0.6pp | 69.6%+2.8pp |
| Annual return | -5.82% | 68.91%-74.7pp | 16.93%-22.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $911 | $1,296-29.7% | $4,022-77.4% | $2,381-61.7% |
| Participant deferral / active EE | $2,546 | $2,280+11.7% | $3,344-23.9% | $3,470-26.6% |
| Admin fee / account holder | $3,563 | $3,501+1.8% | $5,019-29.0% | $4,888-27.1% |