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 | $46,011 | $77,813-40.9% | $123,544-62.8% | $64,186-28.3% |
| Participation rate | 80.6% | 74.7%+5.9pp | 82.3%-1.7pp | 69.6%+11.0pp |
| Annual return | -5.00% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,090 | $3,014-63.8% | $4,628-76.4% | $2,381-54.2% |
| Participant deferral / active EE | $4,516 | $5,240-13.8% | $6,426-29.7% | $3,470+30.1% |
| Admin fee / account holder | $5,329 | $5,519-3.4% | $9,284-42.6% | $4,888+9.0% |