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 | $38,780 | $77,813-50.2% | $123,544-68.6% | $64,186-39.6% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -3.93% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $6,268 | $3,014+108.0% | $4,628+35.4% | $2,381+163.3% |
| Participant deferral / active EE | $8,164 | $5,240+55.8% | $6,426+27.1% | $3,470+135.3% |
| Admin fee / account holder | $661 | $5,519-88.0% | $9,284-92.9% | $4,888-86.5% |