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 | $28,104 | $77,813-63.9% | $123,544-77.3% | $64,186-56.2% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -5.95% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,729 | $3,014+23.7% | $4,628-19.4% | $2,381+56.6% |
| Participant deferral / active EE | $5,837 | $5,240+11.4% | $6,426-9.2% | $3,470+68.2% |
| Admin fee / account holder | $3,710 | $5,519-32.8% | $9,284-60.0% | $4,888-24.1% |