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 | $50,316 | $77,813-35.3% | $123,544-59.3% | $64,186-21.6% |
| Participation rate | 72.5% | 74.7%-2.2pp | 82.3%-9.8pp | 69.6%+2.9pp |
| Annual return | -3.64% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $967 | $3,014-67.9% | $4,628-79.1% | $2,381-59.4% |
| Participant deferral / active EE | $3,784 | $5,240-27.8% | $6,426-41.1% | $3,470+9.1% |
| Admin fee / account holder | $5,541 | $5,519+0.4% | $9,284-40.3% | $4,888+13.4% |