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 | $52,556 | $57,354-8.4% | $83,848-37.3% | $64,186-18.1% |
| Participation rate | 90.5% | 68.6%+21.9pp | 76.1%+14.4pp | 69.6%+21.0pp |
| Annual return | -3.76% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,016 | $2,545-20.8% | $3,631-44.5% | $2,381-15.3% |
| Participant deferral / active EE | $1,630 | $2,993-45.5% | $4,082-60.1% | $3,470-53.0% |
| Admin fee / account holder | $6,607 | $4,046+63.3% | $5,478+20.6% | $4,888+35.2% |