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 | $64,859 | $158,817-59.2% | $121,196-46.5% | $135,375-52.1% |
| Participation rate | 91.3% | 79.3%+12.0pp | 71.7%+19.6pp | 82.6%+8.7pp |
| Annual return | -6.50% | -0.64%-5.9pp | 16.93%-23.4pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,557 | $5,665-54.9% | $4,022-36.4% | $4,779-46.5% |
| Participant deferral / active EE | $6,184 | $4,005+54.4% | $3,344+84.9% | $5,609+10.3% |
| Admin fee / account holder | $2,460 | $6,512-62.2% | $5,019-51.0% | $10,827-77.3% |