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 | $70,052 | $72,404-3.2% | $110,238-36.5% | $64,186+9.1% |
| Participation rate | 91.3% | 73.3%+18.0pp | 79.8%+11.5pp | 69.6%+21.7pp |
| Annual return | -5.87% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $5,720 | $2,282+150.7% | $3,826+49.5% | $2,381+140.2% |
| Participant deferral / active EE | $2,633 | $3,469-24.1% | $4,672-43.6% | $3,470-24.1% |
| Admin fee / account holder | $6,454 | $5,664+13.9% | $8,547-24.5% | $4,888+32.0% |