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 | $50,349 | $69,518-27.6% | $59,878-15.9% | $135,375-62.8% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.7%+18.2pp | 82.6%+10.2pp |
| Annual return | -6.24% | 7.94%-14.2pp | 3.46%-9.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,959 | $3,235+22.4% | $2,722+45.5% | $4,779-17.2% |
| Participant deferral / active EE | $5,101 | $4,206+21.3% | $3,402+49.9% | $5,609-9.1% |
| Admin fee / account holder | $5,701 | $5,734-0.6% | $3,590+58.8% | $10,827-47.3% |