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 | $35,524 | $77,813-54.3% | $123,544-71.2% | $64,186-44.7% |
| Participation rate | 82.6% | 74.7%+7.9pp | 82.3%+0.3pp | 69.6%+13.0pp |
| Annual return | -2.50% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,311 | $3,014-56.5% | $4,628-71.7% | $2,381-44.9% |
| Participant deferral / active EE | $3,548 | $5,240-32.3% | $6,426-44.8% | $3,470+2.3% |
| Admin fee / account holder | $2,548 | $5,519-53.8% | $9,284-72.6% | $4,888-47.9% |