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 | $56,362 | $77,813-27.6% | $123,544-54.4% | $64,186-12.2% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -6.32% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,356 | $3,014+44.5% | $4,628-5.9% | $2,381+83.0% |
| Participant deferral / active EE | $8,195 | $5,240+56.4% | $6,426+27.5% | $3,470+136.2% |
| Admin fee / account holder | $794 | $5,519-85.6% | $9,284-91.4% | $4,888-83.8% |