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 | $23,729 | $43,723-45.7% | $121,196-80.4% | $64,186-63.0% |
| Participation rate | 89.7% | 58.3%+31.3pp | 71.7%+17.9pp | 69.6%+20.1pp |
| Annual return | -3.49% | 68.91%-72.4pp | 16.93%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,509 | $1,296+16.4% | $4,022-62.5% | $2,381-36.6% |
| Participant deferral / active EE | $2,070 | $2,280-9.2% | $3,344-38.1% | $3,470-40.3% |
| Admin fee / account holder | $1,657 | $3,501-52.7% | $5,019-67.0% | $4,888-66.1% |