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 | $32,632 | $77,813-58.1% | $123,544-73.6% | $64,186-49.2% |
| Participation rate | 81.4% | 74.7%+6.7pp | 82.3%-0.9pp | 69.6%+11.8pp |
| Annual return | -5.73% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,654 | $3,014-12.0% | $4,628-42.7% | $2,381+11.5% |
| Participant deferral / active EE | $5,192 | $5,240-0.9% | $6,426-19.2% | $3,470+49.7% |
| Admin fee / account holder | $3,959 | $5,519-28.3% | $9,284-57.4% | $4,888-19.0% |