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 | $62,986 | $77,813-19.1% | $123,544-49.0% | $64,186-1.9% |
| Participation rate | 84.8% | 74.7%+10.1pp | 82.3%+2.6pp | 69.6%+15.3pp |
| Annual return | -5.65% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,786 | $3,014-40.8% | $4,628-61.4% | $2,381-25.0% |
| Participant deferral / active EE | $3,872 | $5,240-26.1% | $6,426-39.7% | $3,470+11.6% |
| Admin fee / account holder | $4,212 | $5,519-23.7% | $9,284-54.6% | $4,888-13.8% |