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 | $54,095 | $57,354-5.7% | $83,848-35.5% | $64,186-15.7% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -6.11% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,209 | $2,545-13.2% | $3,631-39.2% | $2,381-7.2% |
| Participant deferral / active EE | $3,526 | $2,993+17.8% | $4,082-13.6% | $3,470+1.6% |
| Admin fee / account holder | $6,948 | $4,046+71.7% | $5,478+26.8% | $4,888+42.1% |