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 | $40,449 | $149,333-72.9% | $106,387-62.0% | $135,375-70.1% |
| Participation rate | 91.7% | 81.5%+10.2pp | 77.5%+14.2pp | 82.6%+9.0pp |
| Annual return | -9.04% | 0.52%-9.6pp | 0.25%-9.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,934 | $4,984-41.1% | $3,520-16.6% | $4,779-38.6% |
| Participant deferral / active EE | $5,718 | $7,230-20.9% | $5,421+5.5% | $5,609+2.0% |
| Admin fee / account holder | $1,633 | $15,952-89.8% | $7,510-78.3% | $10,827-84.9% |