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 | $59,922 | $77,813-23.0% | $123,544-51.5% | $64,186-6.6% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -8.08% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,524 | $3,014-49.4% | $4,628-67.1% | $2,381-36.0% |
| Participant deferral / active EE | $6,097 | $5,240+16.4% | $6,426-5.1% | $3,470+75.7% |
| Admin fee / account holder | $10,139 | $5,519+83.7% | $9,284+9.2% | $4,888+107.4% |