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 | $26,983 | $57,354-53.0% | $83,848-67.8% | $64,186-58.0% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -7.49% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,546 | $2,545+39.3% | $3,631-2.3% | $2,381+48.9% |
| Participant deferral / active EE | $4,352 | $2,993+45.4% | $4,082+6.6% | $3,470+25.4% |
| Admin fee / account holder | $1,354 | $4,046-66.5% | $5,478-75.3% | $4,888-72.3% |