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 | $60,605 | $77,813-22.1% | $123,544-50.9% | $64,186-5.6% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.2pp |
| Annual return | -4.70% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,964 | $3,014-1.7% | $4,628-36.0% | $2,381+24.5% |
| Participant deferral / active EE | $6,596 | $5,240+25.9% | $6,426+2.7% | $3,470+90.1% |
| Admin fee / account holder | $2,287 | $5,519-58.6% | $9,284-75.4% | $4,888-53.2% |