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 | $58,899 | $77,813-24.3% | $123,544-52.3% | $64,186-8.2% |
| Participation rate | 94.3% | 74.7%+19.5pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -2.76% | 12.48%-15.2pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $4,917 | $3,014+63.1% | $4,628+6.2% | $2,381+106.5% |
| Participant deferral / active EE | $10,893 | $5,240+107.9% | $6,426+69.5% | $3,470+213.9% |
| Admin fee / account holder | $5,876 | $5,519+6.5% | $9,284-36.7% | $4,888+20.2% |