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 | $63,718 | $77,813-18.1% | $123,544-48.4% | $64,186-0.7% |
| Participation rate | 75.9% | 74.7%+1.2pp | 82.3%-6.4pp | 69.6%+6.3pp |
| Annual return | -6.45% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,074 | $3,014-31.2% | $4,628-55.2% | $2,381-12.9% |
| Participant deferral / active EE | $6,216 | $5,240+18.6% | $6,426-3.3% | $3,470+79.2% |
| Admin fee / account holder | $1,881 | $5,519-65.9% | $9,284-79.7% | $4,888-61.5% |