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 | $61,596 | $77,813-20.8% | $123,544-50.1% | $64,186-4.0% |
| Participation rate | 88.3% | 74.7%+13.6pp | 82.3%+6.0pp | 69.6%+18.7pp |
| Annual return | -1.95% | 12.48%-14.4pp | 119.20%-121.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $1,754 | $3,014-41.8% | $4,628-62.1% | $2,381-26.3% |
| Participant deferral / active EE | $3,753 | $5,240-28.4% | $6,426-41.6% | $3,470+8.2% |
| Admin fee / account holder | $9,387 | $5,519+70.1% | $9,284+1.1% | $4,888+92.0% |