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 | $54,569 | $77,813-29.9% | $123,544-55.8% | $64,186-15.0% |
| Participation rate | 73.4% | 74.7%-1.3pp | 82.3%-8.9pp | 69.6%+3.8pp |
| Annual return | -7.19% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,950 | $3,014-35.3% | $4,628-57.9% | $2,381-18.1% |
| Participant deferral / active EE | $5,744 | $5,240+9.6% | $6,426-10.6% | $3,470+65.6% |
| Admin fee / account holder | $4,622 | $5,519-16.2% | $9,284-50.2% | $4,888-5.4% |