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 | $62,252 | $77,813-20.0% | $123,544-49.6% | $64,186-3.0% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -6.04% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,531 | $3,014-16.0% | $4,628-45.3% | $2,381+6.3% |
| Participant deferral / active EE | $4,352 | $5,240-16.9% | $6,426-32.3% | $3,470+25.4% |
| Admin fee / account holder | $2,799 | $5,519-49.3% | $9,284-69.8% | $4,888-42.7% |