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 | $62,928 | $40,256+56.3% | $57,343+9.7% | $59,632+5.5% |
| Participation rate | 82.1% | 69.2%+13.0pp | 75.1%+7.1pp | 68.7%+13.5pp |
| Annual return | -0.36% | 27.49%-27.8pp | 24.39%-24.7pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,347 | $1,922-29.9% | $2,689-49.9% | $2,203-38.9% |
| Participant deferral / active EE | $2,579 | $2,399+7.5% | $3,162-18.4% | $3,192-19.2% |
| Admin fee / account holder | $6,643 | $2,818+135.8% | $3,356+98.0% | $4,297+54.6% |