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 | $64,901 | $77,813-16.6% | $123,544-47.5% | $64,186+1.1% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.3%-2.7pp | 69.6%+10.0pp |
| Annual return | -4.58% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,182 | $5,240+37.1% | $6,426+11.8% | $3,470+107.0% |
| Admin fee / account holder | $4,105 | $5,519-25.6% | $9,284-55.8% | $4,888-16.0% |