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 | $57,782 | $77,813-25.7% | $123,544-53.2% | $64,186-10.0% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.3%+6.9pp | 69.6%+19.6pp |
| Annual return | -4.88% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,216 | $3,014-26.5% | $4,628-52.1% | $2,381-6.9% |
| Participant deferral / active EE | $8,032 | $5,240+53.3% | $6,426+25.0% | $3,470+131.5% |
| Admin fee / account holder | $3,468 | $5,519-37.2% | $9,284-62.6% | $4,888-29.0% |