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 | $48,104 | $77,813-38.2% | $123,544-61.1% | $64,186-25.1% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -4.91% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,255 | $3,014-25.2% | $4,628-51.3% | $2,381-5.3% |
| Participant deferral / active EE | $7,010 | $5,240+33.8% | $6,426+9.1% | $3,470+102.0% |
| Admin fee / account holder | $12,737 | $5,519+130.8% | $9,284+37.2% | $4,888+160.6% |