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 | $65,946 | $57,354+15.0% | $83,848-21.4% | $64,186+2.7% |
| Participation rate | 92.0% | 68.6%+23.4pp | 76.1%+15.9pp | 69.6%+22.4pp |
| Annual return | -6.83% | 11.38%-18.2pp | 850.88%-857.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,324 | $2,545+30.6% | $3,631-8.5% | $2,381+39.6% |
| Participant deferral / active EE | $5,291 | $2,993+76.8% | $4,082+29.6% | $3,470+52.5% |
| Admin fee / account holder | $10,956 | $4,046+170.8% | $5,478+100.0% | $4,888+124.1% |