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 9-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 | $64,877 | $77,813-16.6% | $123,544-47.5% | $64,186+1.1% |
| Participation rate | 72.5% | 74.7%-2.2pp | 82.3%-9.8pp | 69.6%+2.9pp |
| Annual return | -5.82% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $671 | $3,014-77.7% | $4,628-85.5% | $2,381-71.8% |
| Participant deferral / active EE | $7,628 | $5,240+45.6% | $6,426+18.7% | $3,470+119.9% |
| Admin fee / account holder | $11,401 | $5,519+106.6% | $9,284+22.8% | $4,888+133.2% |