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 | $27,237 | $77,813-65.0% | $123,544-78.0% | $64,186-57.6% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.3%+8.4pp | 69.6%+21.1pp |
| Annual return | -3.10% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,163 | $3,014-61.4% | $4,628-74.9% | $2,381-51.2% |
| Participant deferral / active EE | $3,747 | $5,240-28.5% | $6,426-41.7% | $3,470+8.0% |
| Admin fee / account holder | $3,465 | $5,519-37.2% | $9,284-62.7% | $4,888-29.1% |