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 | $60,538 | $77,813-22.2% | $123,544-51.0% | $64,186-5.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -6.82% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,042 | $3,014-65.4% | $4,628-77.5% | $2,381-56.2% |
| Participant deferral / active EE | $3,489 | $5,240-33.4% | $6,426-45.7% | $3,470+0.6% |
| Admin fee / account holder | $8,691 | $5,519+57.5% | $9,284-6.4% | $4,888+77.8% |