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 | $41,669 | $77,813-46.5% | $123,544-66.3% | $64,186-35.1% |
| Participation rate | 92.2% | 74.7%+17.4pp | 82.3%+9.9pp | 69.6%+22.6pp |
| Annual return | -5.02% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,392 | $3,014-20.6% | $4,628-48.3% | $2,381+0.5% |
| Participant deferral / active EE | $5,542 | $5,240+5.8% | $6,426-13.7% | $3,470+59.7% |
| Admin fee / account holder | $1,012 | $5,519-81.7% | $9,284-89.1% | $4,888-79.3% |