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 | $60,349 | $77,813-22.4% | $123,544-51.2% | $64,186-6.0% |
| Participation rate | 92.7% | 74.7%+18.0pp | 82.3%+10.4pp | 69.6%+23.2pp |
| Annual return | -4.32% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,270 | $3,014+8.5% | $4,628-29.3% | $2,381+37.3% |
| Participant deferral / active EE | $8,155 | $5,240+55.6% | $6,426+26.9% | $3,470+135.0% |
| Admin fee / account holder | $8,395 | $5,519+52.1% | $9,284-9.6% | $4,888+71.7% |