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 | $37,790 | $77,813-51.4% | $123,544-69.4% | $64,186-41.1% |
| Participation rate | 81.4% | 74.7%+6.7pp | 82.3%-0.9pp | 69.6%+11.8pp |
| Annual return | -3.81% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,552 | $3,014-48.5% | $4,628-66.5% | $2,381-34.8% |
| Participant deferral / active EE | $3,763 | $5,240-28.2% | $6,426-41.4% | $3,470+8.4% |
| Admin fee / account holder | $9,659 | $5,519+75.0% | $9,284+4.0% | $4,888+97.6% |