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 | $61,775 | $77,813-20.6% | $123,544-50.0% | $64,186-3.8% |
| Participation rate | 86.4% | 74.7%+11.7pp | 82.3%+4.1pp | 69.6%+16.9pp |
| Annual return | -3.58% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,151 | $3,014-61.8% | $4,628-75.1% | $2,381-51.7% |
| Participant deferral / active EE | $4,788 | $5,240-8.6% | $6,426-25.5% | $3,470+38.0% |
| Admin fee / account holder | $17,040 | $5,519+208.8% | $9,284+83.5% | $4,888+248.6% |