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 | $68,854 | $77,813-11.5% | $123,544-44.3% | $64,186+7.3% |
| Participation rate | 73.0% | 74.7%-1.7pp | 82.3%-9.3pp | 69.6%+3.4pp |
| Annual return | -7.57% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,451 | $3,014-51.8% | $4,628-68.6% | $2,381-39.0% |
| Participant deferral / active EE | $5,405 | $5,240+3.1% | $6,426-15.9% | $3,470+55.8% |
| Admin fee / account holder | $11,213 | $5,519+103.2% | $9,284+20.8% | $4,888+129.4% |