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 | $61,004 | $77,813-21.6% | $123,544-50.6% | $64,186-5.0% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -6.04% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,409 | $3,014-20.1% | $4,628-48.0% | $2,381+1.2% |
| Participant deferral / active EE | $3,150 | $5,240-39.9% | $6,426-51.0% | $3,470-9.2% |
| Admin fee / account holder | $1,579 | $5,519-71.4% | $9,284-83.0% | $4,888-67.7% |