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 | $64,799 | $77,813-16.7% | $123,544-47.6% | $64,186+1.0% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | -6.67% | 12.48%-19.1pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,401 | $3,014-20.3% | $4,628-48.1% | $2,381+0.8% |
| Participant deferral / active EE | $6,340 | $5,240+21.0% | $6,426-1.3% | $3,470+82.7% |
| Admin fee / account holder | $3,459 | $5,519-37.3% | $9,284-62.7% | $4,888-29.2% |