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 | $58,549 | $69,518-15.8% | $59,878-2.2% | $135,375-56.8% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.7%+15.3pp | 82.6%+7.4pp |
| Annual return | -5.08% | 7.94%-13.0pp | 3.46%-8.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,313 | $3,235+33.3% | $2,722+58.5% | $4,779-9.8% |
| Participant deferral / active EE | $10,120 | $4,206+140.6% | $3,402+197.5% | $5,609+80.4% |
| Admin fee / account holder | $4,718 | $5,734-17.7% | $3,590+31.4% | $10,827-56.4% |