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 | $69,454 | $72,404-4.1% | $110,238-37.0% | $64,186+8.2% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.6%+23.5pp |
| Annual return | -5.63% | -6.29%+0.7pp | 314.74%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $959 | $2,282-58.0% | $3,826-74.9% | $2,381-59.7% |
| Participant deferral / active EE | $2,424 | $3,469-30.1% | $4,672-48.1% | $3,470-30.1% |
| Admin fee / account holder | $4,824 | $5,664-14.8% | $8,547-43.6% | $4,888-1.3% |