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 | $36,693 | $77,813-52.8% | $123,544-70.3% | $64,186-42.8% |
| Participation rate | 71.1% | 74.7%-3.7pp | 82.3%-11.2pp | 69.6%+1.5pp |
| Annual return | -4.64% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,610 | $3,014-46.6% | $4,628-65.2% | $2,381-32.4% |
| Participant deferral / active EE | $2,876 | $5,240-45.1% | $6,426-55.2% | $3,470-17.1% |
| Admin fee / account holder | $745 | $5,519-86.5% | $9,284-92.0% | $4,888-84.8% |