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 | $61,619 | $69,518-11.4% | $59,878+2.9% | $135,375-54.5% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.7%+18.2pp | 82.6%+10.2pp |
| Annual return | -3.06% | 7.94%-11.0pp | 3.46%-6.5pp | 519.73%-522.8pp |
| Employer contribution / active EE | $4,270 | $3,235+32.0% | $2,722+56.9% | $4,779-10.6% |
| Participant deferral / active EE | $4,554 | $4,206+8.3% | $3,402+33.9% | $5,609-18.8% |
| Admin fee / account holder | $3,644 | $5,734-36.5% | $3,590+1.5% | $10,827-66.3% |