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 | $84,047 | $77,813+8.0% | $123,544-32.0% | $64,186+30.9% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -5.31% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $615 | $3,014-79.6% | $4,628-86.7% | $2,381-74.2% |
| Participant deferral / active EE | $3,288 | $5,240-37.3% | $6,426-48.8% | $3,470-5.2% |
| Admin fee / account holder | $8,791 | $5,519+59.3% | $9,284-5.3% | $4,888+79.8% |