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 | $38,583 | $77,813-50.4% | $123,544-68.8% | $64,186-39.9% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | -7.68% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,852 | $3,014-38.5% | $4,628-60.0% | $2,381-22.2% |
| Participant deferral / active EE | $4,029 | $5,240-23.1% | $6,426-37.3% | $3,470+16.1% |
| Admin fee / account holder | $2,270 | $5,519-58.9% | $9,284-75.6% | $4,888-53.6% |