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 | $67,764 | $77,813-12.9% | $123,544-45.1% | $64,186+5.6% |
| Participation rate | 80.5% | 74.7%+5.8pp | 82.3%-1.8pp | 69.6%+10.9pp |
| Annual return | -8.05% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $4,252 | $3,014+41.1% | $4,628-8.1% | $2,381+78.6% |
| Participant deferral / active EE | $6,711 | $5,240+28.1% | $6,426+4.4% | $3,470+93.4% |
| Admin fee / account holder | $6,875 | $5,519+24.6% | $9,284-26.0% | $4,888+40.6% |