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 | $29,448 | $77,813-62.2% | $123,544-76.2% | $64,186-54.1% |
| Participation rate | 83.0% | 74.7%+8.2pp | 82.3%+0.7pp | 69.6%+13.4pp |
| Annual return | -6.93% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,368 | $3,014-54.6% | $4,628-70.4% | $2,381-42.6% |
| Participant deferral / active EE | $4,253 | $5,240-18.8% | $6,426-33.8% | $3,470+22.6% |
| Admin fee / account holder | $1,606 | $5,519-70.9% | $9,284-82.7% | $4,888-67.1% |