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 | $77,350 | $77,813-0.6% | $123,544-37.4% | $64,186+20.5% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | -7.09% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,983 | $3,014-34.2% | $4,628-57.2% | $2,381-16.7% |
| Participant deferral / active EE | $4,439 | $5,240-15.3% | $6,426-30.9% | $3,470+27.9% |
| Admin fee / account holder | $1,544 | $5,519-72.0% | $9,284-83.4% | $4,888-68.4% |