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 9-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 | $64,579 | $77,813-17.0% | $123,544-47.7% | $64,186+0.6% |
| Participation rate | 98.4% | 74.7%+23.7pp | 82.3%+16.1pp | 69.6%+28.9pp |
| Annual return | -4.28% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $916 | $3,014-69.6% | $4,628-80.2% | $2,381-61.5% |
| Participant deferral / active EE | $4,609 | $5,240-12.0% | $6,426-28.3% | $3,470+32.8% |
| Admin fee / account holder | $1,680 | $5,519-69.6% | $9,284-81.9% | $4,888-65.6% |