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 | $61,043 | $82,664-26.2% | $125,339-51.3% | $68,494-10.9% |
| Participation rate | 73.8% | 75.0%-1.2pp | 82.4%-8.6pp | 67.9%+5.9pp |
| Annual return | 12.88% | -5.97%+18.8pp | 572.05%-559.2pp | -7.84%+20.7pp |
| Employer contribution / active EE | $1,861 | $3,381-44.9% | $4,814-61.3% | $2,596-28.3% |
| Participant deferral / active EE | $6,835 | $6,110+11.9% | $7,446-8.2% | $4,027+69.7% |
| Admin fee / account holder | $6,747 | $6,275+7.5% | $10,010-32.6% | $5,403+24.9% |