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 | $57,668 | $77,813-25.9% | $123,544-53.3% | $64,186-10.2% |
| Participation rate | 95.9% | 74.7%+21.2pp | 82.3%+13.6pp | 69.6%+26.4pp |
| Annual return | -7.51% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,096 | $3,014-30.5% | $4,628-54.7% | $2,381-12.0% |
| Participant deferral / active EE | $5,865 | $5,240+11.9% | $6,426-8.7% | $3,470+69.0% |
| Admin fee / account holder | $7,020 | $5,519+27.2% | $9,284-24.4% | $4,888+43.6% |