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 | $20,106 | $77,813-74.2% | $123,544-83.7% | $64,186-68.7% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.3%-6.0pp | 69.6%+6.7pp |
| Annual return | -7.93% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,492 | $3,014-50.5% | $4,628-67.8% | $2,381-37.3% |
| Participant deferral / active EE | $3,669 | $5,240-30.0% | $6,426-42.9% | $3,470+5.8% |
| Admin fee / account holder | $603 | $5,519-89.1% | $9,284-93.5% | $4,888-87.7% |