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 | $57,479 | $77,813-26.1% | $123,544-53.5% | $64,186-10.4% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | -6.36% | 12.48%-18.8pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,512 | $3,014-16.6% | $4,628-45.7% | $2,381+5.5% |
| Participant deferral / active EE | $5,108 | $5,240-2.5% | $6,426-20.5% | $3,470+47.2% |
| Admin fee / account holder | $14,601 | $5,519+164.6% | $9,284+57.3% | $4,888+198.7% |