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 | $64,538 | $77,813-17.1% | $123,544-47.8% | $64,186+0.5% |
| Participation rate | 95.3% | 74.7%+20.6pp | 82.3%+13.1pp | 69.6%+25.8pp |
| Annual return | -6.40% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,007 | $3,014-0.2% | $4,628-35.0% | $2,381+26.3% |
| Participant deferral / active EE | $3,814 | $5,240-27.2% | $6,426-40.6% | $3,470+9.9% |
| Admin fee / account holder | $16,167 | $5,519+193.0% | $9,284+74.1% | $4,888+230.7% |