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 | $22,382 | $77,813-71.2% | $123,544-81.9% | $64,186-65.1% |
| Participation rate | 76.0% | 74.7%+1.3pp | 82.3%-6.3pp | 69.6%+6.4pp |
| Annual return | -5.36% | 12.48%-17.8pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,374 | $3,014-21.2% | $4,628-48.7% | $2,381-0.3% |
| Participant deferral / active EE | $2,871 | $5,240-45.2% | $6,426-55.3% | $3,470-17.2% |
| Admin fee / account holder | $1,238 | $5,519-77.6% | $9,284-86.7% | $4,888-74.7% |