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 | $53,904 | $77,813-30.7% | $123,544-56.4% | $64,186-16.0% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -5.35% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,179 | $3,014-60.9% | $4,628-74.5% | $2,381-50.5% |
| Participant deferral / active EE | $5,378 | $5,240+2.6% | $6,426-16.3% | $3,470+55.0% |
| Admin fee / account holder | $5,025 | $5,519-8.9% | $9,284-45.9% | $4,888+2.8% |