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 | $69,490 | $77,813-10.7% | $123,544-43.8% | $64,186+8.3% |
| Participation rate | 73.5% | 74.7%-1.2pp | 82.3%-8.8pp | 69.6%+4.0pp |
| Annual return | -6.17% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,243 | $5,240+19.1% | $6,426-2.8% | $3,470+79.9% |
| Admin fee / account holder | $2,793 | $5,519-49.4% | $9,284-69.9% | $4,888-42.9% |