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 | $55,762 | $77,813-28.3% | $123,544-54.9% | $64,186-13.1% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.3%+16.3pp | 69.6%+29.0pp |
| Annual return | -6.07% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,343 | $3,014+44.1% | $4,628-6.1% | $2,381+82.4% |
| Participant deferral / active EE | $5,046 | $5,240-3.7% | $6,426-21.5% | $3,470+45.4% |
| Admin fee / account holder | $5,530 | $5,519+0.2% | $9,284-40.4% | $4,888+13.1% |