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 | $48,402 | $93,024-48.0% | $77,024-37.2% | $134,475-64.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -12.41% | 62.60%-75.0pp | 42.32%-54.7pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,734 | $3,418-49.3% | $2,812-38.3% | $4,740-63.4% |
| Participant deferral / active EE | $3,488 | $5,238-33.4% | $4,426-21.2% | $6,400-45.5% |
| Admin fee / account holder | $5,908 | $6,944-14.9% | $5,425+8.9% | $11,426-48.3% |