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 | $27,448 | $72,404-62.1% | $110,238-75.1% | $64,186-57.2% |
| Participation rate | 75.9% | 73.3%+2.6pp | 79.8%-3.9pp | 69.6%+6.3pp |
| Annual return | -5.93% | -6.29%+0.4pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,376 | $2,282-39.7% | $3,826-64.0% | $2,381-42.2% |
| Participant deferral / active EE | $2,002 | $3,469-42.3% | $4,672-57.2% | $3,470-42.3% |
| Admin fee / account holder | $4,834 | $5,664-14.7% | $8,547-43.4% | $4,888-1.1% |