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 | $48,009 | $77,813-38.3% | $123,544-61.1% | $64,186-25.2% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.4pp | 69.6%+23.1pp |
| Annual return | -7.00% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $942 | $3,014-68.7% | $4,628-79.6% | $2,381-60.4% |
| Participant deferral / active EE | $2,290 | $5,240-56.3% | $6,426-64.4% | $3,470-34.0% |
| Admin fee / account holder | $3,113 | $5,519-43.6% | $9,284-66.5% | $4,888-36.3% |