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 | $60,525 | $77,813-22.2% | $123,544-51.0% | $64,186-5.7% |
| Participation rate | 84.1% | 74.7%+9.3pp | 82.3%+1.8pp | 69.6%+14.5pp |
| Annual return | -5.75% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $703 | $3,014-76.7% | $4,628-84.8% | $2,381-70.5% |
| Participant deferral / active EE | $9,920 | $5,240+89.3% | $6,426+54.4% | $3,470+185.9% |
| Admin fee / account holder | $1,553 | $5,519-71.9% | $9,284-83.3% | $4,888-68.2% |