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 | $73,593 | $77,813-5.4% | $123,544-40.4% | $64,186+14.7% |
| Participation rate | 83.1% | 74.7%+8.4pp | 82.3%+0.9pp | 69.6%+13.6pp |
| Annual return | -6.24% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,984 | $3,014-34.2% | $4,628-57.1% | $2,381-16.7% |
| Participant deferral / active EE | $5,036 | $5,240-3.9% | $6,426-21.6% | $3,470+45.1% |
| Admin fee / account holder | $15,661 | $5,519+183.8% | $9,284+68.7% | $4,888+220.4% |