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 9-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 | $61,491 | $94,529-35.0% | $140,016-56.1% | $64,186-4.2% |
| Participation rate | 76.3% | 84.1%-7.8pp | 87.5%-11.2pp | 69.6%+6.7pp |
| Annual return | -5.46% | 7.77%-13.2pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,224 | $3,812-15.4% | $5,606-42.5% | $2,381+35.4% |
| Participant deferral / active EE | $5,311 | $5,250+1.2% | $6,927-23.3% | $3,470+53.1% |
| Admin fee / account holder | $8,337 | $6,741+23.7% | $10,705-22.1% | $4,888+70.6% |