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 | $47,057 | $57,354-18.0% | $83,848-43.9% | $64,186-26.7% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -7.16% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,529 | $2,545-39.9% | $3,631-57.9% | $2,381-35.8% |
| Participant deferral / active EE | $3,354 | $2,993+12.1% | $4,082-17.8% | $3,470-3.3% |
| Admin fee / account holder | $5,013 | $4,046+23.9% | $5,478-8.5% | $4,888+2.6% |