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 | $39,582 | $77,813-49.1% | $123,544-68.0% | $64,186-38.3% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -6.59% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,201 | $3,014+6.2% | $4,628-30.8% | $2,381+34.5% |
| Participant deferral / active EE | $7,034 | $5,240+34.2% | $6,426+9.5% | $3,470+102.7% |
| Admin fee / account holder | $7,676 | $5,519+39.1% | $9,284-17.3% | $4,888+57.0% |