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 | $64,248 | $57,354+12.0% | $83,848-23.4% | $64,186+0.1% |
| Participation rate | 92.5% | 68.6%+23.9pp | 76.1%+16.4pp | 69.6%+22.9pp |
| Annual return | -7.61% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,475 | $2,545-2.8% | $3,631-31.8% | $2,381+4.0% |
| Participant deferral / active EE | $5,902 | $2,993+97.2% | $4,082+44.6% | $3,470+70.1% |
| Admin fee / account holder | $2,330 | $4,046-42.4% | $5,478-57.5% | $4,888-52.3% |