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 | $68,562 | $57,354+19.5% | $83,848-18.2% | $64,186+6.8% |
| Participation rate | 93.5% | 68.6%+24.9pp | 76.1%+17.4pp | 69.6%+24.0pp |
| Annual return | -4.95% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,226 | $2,545+26.7% | $3,631-11.2% | $2,381+35.5% |
| Participant deferral / active EE | $2,298 | $2,993-23.2% | $4,082-43.7% | $3,470-33.8% |
| Admin fee / account holder | $1,247 | $4,046-69.2% | $5,478-77.2% | $4,888-74.5% |