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 | $62,994 | $77,813-19.0% | $123,544-49.0% | $64,186-1.9% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -7.31% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,334 | $3,014-22.6% | $4,628-49.6% | $2,381-2.0% |
| Participant deferral / active EE | $6,058 | $5,240+15.6% | $6,426-5.7% | $3,470+74.6% |
| Admin fee / account holder | $2,001 | $5,519-63.7% | $9,284-78.4% | $4,888-59.1% |