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 | $50,458 | $77,813-35.2% | $123,544-59.2% | $64,186-21.4% |
| Participation rate | 87.8% | 74.7%+13.1pp | 82.3%+5.5pp | 69.6%+18.2pp |
| Annual return | -4.12% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $789 | $3,014-73.8% | $4,628-83.0% | $2,381-66.9% |
| Participant deferral / active EE | $3,268 | $5,240-37.6% | $6,426-49.1% | $3,470-5.8% |
| Admin fee / account holder | $392 | $5,519-92.9% | $9,284-95.8% | $4,888-92.0% |