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 | $34,371 | $77,813-55.8% | $123,544-72.2% | $64,186-46.5% |
| Participation rate | 83.8% | 74.7%+9.0pp | 82.3%+1.5pp | 69.6%+14.2pp |
| Annual return | -5.04% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,708 | $3,014-43.3% | $4,628-63.1% | $2,381-28.3% |
| Participant deferral / active EE | $3,417 | $5,240-34.8% | $6,426-46.8% | $3,470-1.5% |
| Admin fee / account holder | $5,758 | $5,519+4.3% | $9,284-38.0% | $4,888+17.8% |