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 | $34,906 | $77,813-55.1% | $123,544-71.7% | $64,186-45.6% |
| Participation rate | 89.8% | 74.7%+15.1pp | 82.3%+7.5pp | 69.6%+20.3pp |
| Annual return | -1.03% | 12.48%-13.5pp | 119.20%-120.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,787 | $5,240+10.4% | $6,426-9.9% | $3,470+66.8% |
| Admin fee / account holder | $2,577 | $5,519-53.3% | $9,284-72.2% | $4,888-47.3% |