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 | $39,253 | $77,813-49.6% | $123,544-68.2% | $64,186-38.8% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -8.09% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,815 | $3,014-39.8% | $4,628-60.8% | $2,381-23.8% |
| Participant deferral / active EE | $4,808 | $5,240-8.2% | $6,426-25.2% | $3,470+38.6% |
| Admin fee / account holder | $5,967 | $5,519+8.1% | $9,284-35.7% | $4,888+22.1% |