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 | $19,205 | $76,000-74.7% | $154,107-87.5% | $64,186-70.1% |
| Participation rate | 84.0% | 70.4%+13.6pp | 83.0%+1.0pp | 69.6%+14.4pp |
| Annual return | -4.80% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,373 | $3,351+0.7% | $5,298-36.3% | $2,381+41.7% |
| Participant deferral / active EE | $2,192 | $3,175-31.0% | $5,081-56.9% | $3,470-36.8% |
| Admin fee / account holder | $2,202 | $5,596-60.6% | $13,411-83.6% | $4,888-54.9% |