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 | $30,875 | $77,813-60.3% | $123,544-75.0% | $64,186-51.9% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -7.16% | 12.48%-19.6pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,730 | $3,014-42.6% | $4,628-62.6% | $2,381-27.4% |
| Participant deferral / active EE | $2,995 | $5,240-42.8% | $6,426-53.4% | $3,470-13.7% |
| Admin fee / account holder | $2,797 | $5,519-49.3% | $9,284-69.9% | $4,888-42.8% |