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 | $22,638 | $77,813-70.9% | $123,544-81.7% | $64,186-64.7% |
| Participation rate | 91.4% | 74.7%+16.7pp | 82.3%+9.1pp | 69.6%+21.9pp |
| Annual return | -2.70% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,220 | $3,014-26.3% | $4,628-52.0% | $2,381-6.8% |
| Participant deferral / active EE | $5,055 | $5,240-3.5% | $6,426-21.3% | $3,470+45.7% |
| Admin fee / account holder | $5,093 | $5,519-7.7% | $9,284-45.1% | $4,888+4.2% |