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 | $63,854 | $77,813-17.9% | $123,544-48.3% | $64,186-0.5% |
| Participation rate | 82.9% | 74.7%+8.1pp | 82.3%+0.6pp | 69.6%+13.3pp |
| Annual return | -6.68% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,504 | $3,014-50.1% | $4,628-67.5% | $2,381-36.8% |
| Participant deferral / active EE | $6,422 | $5,240+22.6% | $6,426-0.1% | $3,470+85.1% |
| Admin fee / account holder | $1,962 | $5,519-64.5% | $9,284-78.9% | $4,888-59.9% |