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 | $50,678 | $71,883-29.5% | $86,677-41.5% | $68,494-26.0% |
| Participation rate | 86.8% | 72.2%+14.6pp | 76.6%+10.3pp | 67.9%+19.0pp |
| Annual return | -1.80% | 3.52%-5.3pp | 35.91%-37.7pp | -7.84%+6.0pp |
| Employer contribution / active EE | $2,444 | $2,173+12.5% | $2,836-13.8% | $2,596-5.9% |
| Participant deferral / active EE | $4,508 | $3,779+19.3% | $4,656-3.2% | $4,027+11.9% |
| Admin fee / account holder | $13,126 | $6,112+114.8% | $7,493+75.2% | $5,403+142.9% |