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 | $47,303 | $77,813-39.2% | $123,544-61.7% | $64,186-26.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -6.56% | 12.48%-19.0pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,124 | $3,014-29.5% | $4,628-54.1% | $2,381-10.8% |
| Participant deferral / active EE | $8,497 | $5,240+62.2% | $6,426+32.2% | $3,470+144.9% |
| Admin fee / account holder | $3,628 | $5,519-34.3% | $9,284-60.9% | $4,888-25.8% |