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 | $103,915 | $77,813+33.5% | $123,544-15.9% | $64,186+61.9% |
| Participation rate | 72.4% | 74.7%-2.3pp | 82.3%-9.9pp | 69.6%+2.8pp |
| Annual return | -6.03% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,518 | $3,014-49.6% | $4,628-67.2% | $2,381-36.2% |
| Participant deferral / active EE | $3,151 | $5,240-39.9% | $6,426-51.0% | $3,470-9.2% |
| Admin fee / account holder | $7,325 | $5,519+32.7% | $9,284-21.1% | $4,888+49.9% |