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 | $43,385 | $77,813-44.2% | $123,544-64.9% | $64,186-32.4% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -8.05% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $4,096 | $3,014+35.9% | $4,628-11.5% | $2,381+72.1% |
| Participant deferral / active EE | $9,166 | $5,240+74.9% | $6,426+42.7% | $3,470+164.2% |
| Admin fee / account holder | $1,528 | $5,519-72.3% | $9,284-83.5% | $4,888-68.7% |