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 | $58,605 | $49,177+19.2% | $79,464-26.2% | $64,186-8.7% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.7pp | 69.6%+1.1pp |
| Annual return | -6.05% | -1.16%-4.9pp | 718.14%-724.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,947 | $2,076-6.2% | $2,800-30.5% | $2,381-18.2% |
| Participant deferral / active EE | $3,637 | $2,821+28.9% | $3,704-1.8% | $3,470+4.8% |
| Admin fee / account holder | $4,588 | $3,839+19.5% | $5,113-10.3% | $4,888-6.1% |