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 | $56,995 | $77,813-26.8% | $123,544-53.9% | $64,186-11.2% |
| Participation rate | 89.8% | 74.7%+15.1pp | 82.3%+7.5pp | 69.6%+20.3pp |
| Annual return | -7.24% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,530 | $3,014-16.1% | $4,628-45.3% | $2,381+6.3% |
| Participant deferral / active EE | $5,722 | $5,240+9.2% | $6,426-10.9% | $3,470+64.9% |
| Admin fee / account holder | $479 | $5,519-91.3% | $9,284-94.8% | $4,888-90.2% |