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 | $54,488 | $49,177+10.8% | $79,464-31.4% | $64,186-15.1% |
| Participation rate | 75.9% | 65.0%+10.8pp | 73.3%+2.5pp | 69.6%+6.3pp |
| Annual return | -5.59% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,927 | $2,076-7.2% | $2,800-31.2% | $2,381-19.1% |
| Participant deferral / active EE | $1,544 | $2,821-45.3% | $3,704-58.3% | $3,470-55.5% |
| Admin fee / account holder | $8,410 | $3,839+119.1% | $5,113+64.5% | $4,888+72.0% |