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 | $59,027 | $158,817-62.8% | $121,196-51.3% | $135,375-56.4% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | -4.23% | -0.64%-3.6pp | 16.93%-21.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,839 | $5,665-67.5% | $4,022-54.3% | $4,779-61.5% |
| Participant deferral / active EE | $5,037 | $4,005+25.8% | $3,344+50.6% | $5,609-10.2% |
| Admin fee / account holder | $3,587 | $6,512-44.9% | $5,019-28.5% | $10,827-66.9% |