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 | $59,395 | $77,813-23.7% | $123,544-51.9% | $64,186-7.5% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.3%-2.8pp | 69.6%+9.9pp |
| Annual return | -7.73% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $837 | $3,014-72.2% | $4,628-81.9% | $2,381-64.8% |
| Participant deferral / active EE | $6,260 | $5,240+19.5% | $6,426-2.6% | $3,470+80.4% |
| Admin fee / account holder | $2,896 | $5,519-47.5% | $9,284-68.8% | $4,888-40.8% |