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 | $57,306 | $77,813-26.4% | $123,544-53.6% | $64,186-10.7% |
| Participation rate | 72.2% | 74.7%-2.5pp | 82.3%-10.1pp | 69.6%+2.7pp |
| Annual return | -8.09% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,229 | $3,014-26.0% | $4,628-51.8% | $2,381-6.4% |
| Participant deferral / active EE | $5,041 | $5,240-3.8% | $6,426-21.5% | $3,470+45.3% |
| Admin fee / account holder | $7,105 | $5,519+28.7% | $9,284-23.5% | $4,888+45.4% |