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 | $26,984 | $69,518-61.2% | $59,878-54.9% | $135,375-80.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | -4.33% | 7.94%-12.3pp | 3.46%-7.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,439 | $3,235-24.6% | $2,722-10.4% | $4,779-49.0% |
| Participant deferral / active EE | $4,542 | $4,206+8.0% | $3,402+33.5% | $5,609-19.0% |
| Admin fee / account holder | $1,372 | $5,734-76.1% | $3,590-61.8% | $10,827-87.3% |