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 | $21,616 | $77,813-72.2% | $123,544-82.5% | $64,186-66.3% |
| Participation rate | 78.3% | 74.7%+3.6pp | 82.3%-4.0pp | 69.6%+8.8pp |
| Annual return | -4.42% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $784 | $3,014-74.0% | $4,628-83.1% | $2,381-67.1% |
| Participant deferral / active EE | $2,334 | $5,240-55.4% | $6,426-63.7% | $3,470-32.7% |
| Admin fee / account holder | $7,673 | $5,519+39.0% | $9,284-17.4% | $4,888+57.0% |