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 | $60,115 | $72,404-17.0% | $110,238-45.5% | $64,186-6.3% |
| Participation rate | 95.1% | 73.3%+21.8pp | 79.8%+15.3pp | 69.6%+25.6pp |
| Annual return | -5.59% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,697 | $2,282+18.2% | $3,826-29.5% | $2,381+13.3% |
| Participant deferral / active EE | $4,604 | $3,469+32.7% | $4,672-1.5% | $3,470+32.7% |
| Admin fee / account holder | $10,163 | $5,664+79.4% | $8,547+18.9% | $4,888+107.9% |