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 | $62,121 | $57,354+8.3% | $83,848-25.9% | $64,186-3.2% |
| Participation rate | 74.2% | 68.6%+5.6pp | 76.1%-1.9pp | 69.6%+4.7pp |
| Annual return | -7.19% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,205 | $2,545-52.6% | $3,631-66.8% | $2,381-49.4% |
| Participant deferral / active EE | $3,510 | $2,993+17.3% | $4,082-14.0% | $3,470+1.2% |
| Admin fee / account holder | $2,436 | $4,046-39.8% | $5,478-55.5% | $4,888-50.2% |