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 | $48,149 | $77,813-38.1% | $123,544-61.0% | $64,186-25.0% |
| Participation rate | 83.0% | 74.7%+8.3pp | 82.3%+0.7pp | 69.6%+13.4pp |
| Annual return | -1.71% | 12.48%-14.2pp | 119.20%-120.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $2,843 | $3,014-5.7% | $4,628-38.6% | $2,381+19.4% |
| Participant deferral / active EE | $5,933 | $5,240+13.2% | $6,426-7.7% | $3,470+71.0% |
| Admin fee / account holder | $5,077 | $5,519-8.0% | $9,284-45.3% | $4,888+3.9% |