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 | $51,996 | $77,813-33.2% | $123,544-57.9% | $64,186-19.0% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.3%-3.9pp | 69.6%+8.8pp |
| Annual return | -5.91% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,659 | $3,014-11.8% | $4,628-42.6% | $2,381+11.7% |
| Participant deferral / active EE | $5,763 | $5,240+10.0% | $6,426-10.3% | $3,470+66.1% |
| Admin fee / account holder | $1,649 | $5,519-70.1% | $9,284-82.2% | $4,888-66.3% |