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 | $26,983 | $77,813-65.3% | $123,544-78.2% | $64,186-58.0% |
| Participation rate | 73.2% | 74.7%-1.5pp | 82.3%-9.1pp | 69.6%+3.7pp |
| Annual return | -7.59% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,340 | $3,014-22.4% | $4,628-49.4% | $2,381-1.7% |
| Participant deferral / active EE | $4,592 | $5,240-12.4% | $6,426-28.5% | $3,470+32.4% |
| Admin fee / account holder | $1,861 | $5,519-66.3% | $9,284-80.0% | $4,888-61.9% |