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 | $69,731 | $77,813-10.4% | $123,544-43.6% | $64,186+8.6% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -6.08% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,636 | $3,014-12.5% | $4,628-43.0% | $2,381+10.7% |
| Participant deferral / active EE | $6,919 | $5,240+32.0% | $6,426+7.7% | $3,470+99.4% |
| Admin fee / account holder | $9,755 | $5,519+76.8% | $9,284+5.1% | $4,888+99.6% |