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 | $64,526 | $77,813-17.1% | $123,544-47.8% | $64,186+0.5% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -6.24% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $959 | $3,014-68.2% | $4,628-79.3% | $2,381-59.7% |
| Participant deferral / active EE | $4,117 | $5,240-21.4% | $6,426-35.9% | $3,470+18.7% |
| Admin fee / account holder | $2,087 | $5,519-62.2% | $9,284-77.5% | $4,888-57.3% |