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 | $25,062 | $43,723-42.7% | $121,196-79.3% | $64,186-61.0% |
| Participation rate | 85.3% | 58.3%+27.0pp | 71.7%+13.5pp | 69.6%+15.7pp |
| Annual return | -3.58% | 68.91%-72.5pp | 16.93%-20.5pp | 7.63%-11.2pp |
| Employer contribution / active EE | $779 | $1,296-39.9% | $4,022-80.6% | $2,381-67.3% |
| Participant deferral / active EE | $2,088 | $2,280-8.4% | $3,344-37.6% | $3,470-39.8% |
| Admin fee / account holder | $4,545 | $3,501+29.8% | $5,019-9.4% | $4,888-7.0% |