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 | $50,926 | $77,813-34.6% | $123,544-58.8% | $64,186-20.7% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.7pp | 69.6%+11.0pp |
| Annual return | -5.45% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,487 | $3,014-50.6% | $4,628-67.9% | $2,381-37.5% |
| Participant deferral / active EE | $7,839 | $5,240+49.6% | $6,426+22.0% | $3,470+125.9% |
| Admin fee / account holder | $1,980 | $5,519-64.1% | $9,284-78.7% | $4,888-59.5% |