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 | $68,490 | $77,813-12.0% | $123,544-44.6% | $64,186+6.7% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | -6.18% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,945 | $3,014-35.5% | $4,628-58.0% | $2,381-18.3% |
| Participant deferral / active EE | $3,474 | $5,240-33.7% | $6,426-45.9% | $3,470+0.1% |
| Admin fee / account holder | $532 | $5,519-90.4% | $9,284-94.3% | $4,888-89.1% |