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 | $53,791 | $77,813-30.9% | $123,544-56.5% | $64,186-16.2% |
| Participation rate | 95.0% | 74.7%+20.3pp | 82.3%+12.7pp | 69.6%+25.4pp |
| Annual return | -6.69% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,516 | $3,014-49.7% | $4,628-67.2% | $2,381-36.3% |
| Participant deferral / active EE | $5,592 | $5,240+6.7% | $6,426-13.0% | $3,470+61.2% |
| Admin fee / account holder | $2,438 | $5,519-55.8% | $9,284-73.7% | $4,888-50.1% |