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 | $56,441 | $77,813-27.5% | $123,544-54.3% | $64,186-12.1% |
| Participation rate | 71.2% | 74.7%-3.5pp | 82.3%-11.1pp | 69.6%+1.7pp |
| Annual return | -5.46% | 12.48%-17.9pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $949 | $3,014-68.5% | $4,628-79.5% | $2,381-60.1% |
| Participant deferral / active EE | $4,645 | $5,240-11.4% | $6,426-27.7% | $3,470+33.9% |
| Admin fee / account holder | $6,269 | $5,519+13.6% | $9,284-32.5% | $4,888+28.2% |