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 | $54,169 | $77,813-30.4% | $123,544-56.2% | $64,186-15.6% |
| Participation rate | 78.9% | 74.7%+4.2pp | 82.3%-3.3pp | 69.6%+9.4pp |
| Annual return | -6.77% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,041 | $3,014-32.3% | $4,628-55.9% | $2,381-14.3% |
| Participant deferral / active EE | $4,245 | $5,240-19.0% | $6,426-33.9% | $3,470+22.3% |
| Admin fee / account holder | $5,025 | $5,519-8.9% | $9,284-45.9% | $4,888+2.8% |