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 | $52,991 | $77,813-31.9% | $123,544-57.1% | $64,186-17.4% |
| Participation rate | 82.6% | 74.7%+7.8pp | 82.3%+0.3pp | 69.6%+13.0pp |
| Annual return | -2.27% | 12.48%-14.8pp | 119.20%-121.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $986 | $3,014-67.3% | $4,628-78.7% | $2,381-58.6% |
| Participant deferral / active EE | $3,510 | $5,240-33.0% | $6,426-45.4% | $3,470+1.2% |
| Admin fee / account holder | $2,015 | $5,519-63.5% | $9,284-78.3% | $4,888-58.8% |