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 | $24,775 | $77,813-68.2% | $123,544-79.9% | $64,186-61.4% |
| Participation rate | 90.6% | 74.7%+15.9pp | 82.3%+8.3pp | 69.6%+21.1pp |
| Annual return | -7.51% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,790 | $3,014-40.6% | $4,628-61.3% | $2,381-24.8% |
| Participant deferral / active EE | $5,181 | $5,240-1.1% | $6,426-19.4% | $3,470+49.3% |
| Admin fee / account holder | $4,314 | $5,519-21.8% | $9,284-53.5% | $4,888-11.7% |