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 | $40,185 | $77,813-48.4% | $123,544-67.5% | $64,186-37.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -7.49% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,043 | $3,014-32.2% | $4,628-55.9% | $2,381-14.2% |
| Participant deferral / active EE | $4,431 | $5,240-15.4% | $6,426-31.0% | $3,470+27.7% |
| Admin fee / account holder | $7,047 | $5,519+27.7% | $9,284-24.1% | $4,888+44.2% |