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 | $24,938 | $77,813-68.0% | $123,544-79.8% | $64,186-61.1% |
| Participation rate | 76.7% | 74.7%+2.0pp | 82.3%-5.6pp | 69.6%+7.1pp |
| Annual return | -4.00% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $971 | $3,014-67.8% | $4,628-79.0% | $2,381-59.2% |
| Participant deferral / active EE | $3,796 | $5,240-27.6% | $6,426-40.9% | $3,470+9.4% |
| Admin fee / account holder | $670 | $5,519-87.9% | $9,284-92.8% | $4,888-86.3% |