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 | $76,626 | $77,813-1.5% | $123,544-38.0% | $64,186+19.4% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -0.59% | 12.48%-13.1pp | 119.20%-119.8pp | 7.63%-8.2pp |
| Employer contribution / active EE | $798 | $3,014-73.5% | $4,628-82.8% | $2,381-66.5% |
| Participant deferral / active EE | $5,487 | $5,240+4.7% | $6,426-14.6% | $3,470+58.2% |
| Admin fee / account holder | $17,407 | $5,519+215.4% | $9,284+87.5% | $4,888+256.1% |