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 | $52,113 | $77,813-33.0% | $123,544-57.8% | $64,186-18.8% |
| Participation rate | 88.7% | 74.7%+14.0pp | 82.3%+6.4pp | 69.6%+19.1pp |
| Annual return | -6.90% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,701 | $3,014-43.6% | $4,628-63.2% | $2,381-28.6% |
| Participant deferral / active EE | $8,865 | $5,240+69.2% | $6,426+38.0% | $3,470+155.5% |
| Admin fee / account holder | $6,908 | $5,519+25.2% | $9,284-25.6% | $4,888+41.3% |