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 | $20,764 | $77,813-73.3% | $123,544-83.2% | $64,186-67.7% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.1pp |
| Annual return | -5.01% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $926 | $3,014-69.3% | $4,628-80.0% | $2,381-61.1% |
| Participant deferral / active EE | $3,523 | $5,240-32.8% | $6,426-45.2% | $3,470+1.5% |
| Admin fee / account holder | $1,684 | $5,519-69.5% | $9,284-81.9% | $4,888-65.5% |