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 | $76,127 | $77,813-2.2% | $123,544-38.4% | $64,186+18.6% |
| Participation rate | 70.5% | 74.7%-4.3pp | 82.3%-11.8pp | 69.6%+0.9pp |
| Annual return | -4.87% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,761 | $3,014-41.6% | $4,628-61.9% | $2,381-26.0% |
| Participant deferral / active EE | $3,334 | $5,240-36.4% | $6,426-48.1% | $3,470-3.9% |
| Admin fee / account holder | $6,141 | $5,519+11.3% | $9,284-33.8% | $4,888+25.6% |