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 | $62,885 | $77,813-19.2% | $123,544-49.1% | $64,186-2.0% |
| Participation rate | 73.3% | 74.7%-1.4pp | 82.3%-9.0pp | 69.6%+3.8pp |
| Annual return | -6.20% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,098 | $5,240-2.7% | $6,426-20.7% | $3,470+46.9% |
| Admin fee / account holder | $4,800 | $5,519-13.0% | $9,284-48.3% | $4,888-1.8% |