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 | $38,497 | $197,825-80.5% | $155,790-75.3% | $125,391-69.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 76.1%+9.6pp | 83.2%+2.5pp |
| Annual return | -1.19% | 86.74%-87.9pp | 71.54%-72.7pp | 282.22%-283.4pp |
| Employer contribution / active EE | $685 | $4,847-85.9% | $3,836-82.1% | $4,866-85.9% |
| Participant deferral / active EE | $2,170 | $5,630-61.5% | $4,797-54.8% | $5,352-59.5% |
| Admin fee / account holder | $2,263 | $9,545-76.3% | $7,478-69.7% | $9,540-76.3% |