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 | $62,776 | $77,813-19.3% | $123,544-49.2% | $64,186-2.2% |
| Participation rate | 80.7% | 74.7%+6.0pp | 82.3%-1.6pp | 69.6%+11.1pp |
| Annual return | -6.75% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,314 | $3,014+10.0% | $4,628-28.4% | $2,381+39.2% |
| Participant deferral / active EE | $8,659 | $5,240+65.3% | $6,426+34.8% | $3,470+149.6% |
| Admin fee / account holder | $8,194 | $5,519+48.5% | $9,284-11.7% | $4,888+67.6% |