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 | $39,876 | $77,813-48.8% | $123,544-67.7% | $64,186-37.9% |
| Participation rate | 76.8% | 74.7%+2.1pp | 82.3%-5.5pp | 69.6%+7.2pp |
| Annual return | -2.99% | 12.48%-15.5pp | 119.20%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,577 | $3,014-14.5% | $4,628-44.3% | $2,381+8.2% |
| Participant deferral / active EE | $5,420 | $5,240+3.4% | $6,426-15.6% | $3,470+56.2% |
| Admin fee / account holder | $7,369 | $5,519+33.5% | $9,284-20.6% | $4,888+50.8% |