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 | $60,303 | $77,813-22.5% | $123,544-51.2% | $64,186-6.0% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -6.54% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,331 | $3,014-55.8% | $4,628-71.2% | $2,381-44.1% |
| Participant deferral / active EE | $3,520 | $5,240-32.8% | $6,426-45.2% | $3,470+1.4% |
| Admin fee / account holder | $1,496 | $5,519-72.9% | $9,284-83.9% | $4,888-69.4% |