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 | $43,476 | $77,813-44.1% | $123,544-64.8% | $64,186-32.3% |
| Participation rate | 92.1% | 74.7%+17.4pp | 82.3%+9.8pp | 69.6%+22.5pp |
| Annual return | -4.90% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,796 | $3,014+25.9% | $4,628-18.0% | $2,381+59.4% |
| Participant deferral / active EE | $7,769 | $5,240+48.3% | $6,426+20.9% | $3,470+123.9% |
| Admin fee / account holder | $17,019 | $5,519+208.4% | $9,284+83.3% | $4,888+248.2% |