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 | $56,970 | $77,813-26.8% | $123,544-53.9% | $64,186-11.2% |
| Participation rate | 73.5% | 74.7%-1.2pp | 82.3%-8.8pp | 69.6%+4.0pp |
| Annual return | -4.97% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $974 | $3,014-67.7% | $4,628-78.9% | $2,381-59.1% |
| Participant deferral / active EE | $4,220 | $5,240-19.5% | $6,426-34.3% | $3,470+21.6% |
| Admin fee / account holder | $1,505 | $5,519-72.7% | $9,284-83.8% | $4,888-69.2% |