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 | $25,595 | $77,813-67.1% | $123,544-79.3% | $64,186-60.1% |
| Participation rate | 75.7% | 74.7%+1.0pp | 82.3%-6.6pp | 69.6%+6.1pp |
| Annual return | -5.08% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,256 | $3,014-25.1% | $4,628-51.3% | $2,381-5.2% |
| Participant deferral / active EE | $3,651 | $5,240-30.3% | $6,426-43.2% | $3,470+5.2% |
| Admin fee / account holder | $923 | $5,519-83.3% | $9,284-90.1% | $4,888-81.1% |