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 | $42,605 | $77,813-45.2% | $123,544-65.5% | $64,186-33.6% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -7.90% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,419 | $3,014-19.7% | $4,628-47.7% | $2,381+1.6% |
| Participant deferral / active EE | $7,829 | $5,240+49.4% | $6,426+21.8% | $3,470+125.6% |
| Admin fee / account holder | $6,534 | $5,519+18.4% | $9,284-29.6% | $4,888+33.7% |