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 | $56,269 | $77,813-27.7% | $123,544-54.5% | $64,186-12.3% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.3%-2.8pp | 69.6%+9.9pp |
| Annual return | -7.07% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,811 | $3,014-39.9% | $4,628-60.9% | $2,381-23.9% |
| Participant deferral / active EE | $7,100 | $5,240+35.5% | $6,426+10.5% | $3,470+104.6% |
| Admin fee / account holder | $5,656 | $5,519+2.5% | $9,284-39.1% | $4,888+15.7% |