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 | $54,413 | $57,354-5.1% | $83,848-35.1% | $64,186-15.2% |
| Participation rate | 85.3% | 68.6%+16.7pp | 76.1%+9.1pp | 69.6%+15.7pp |
| Annual return | -8.27% | 11.38%-19.7pp | 850.88%-859.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,295 | $2,545-9.8% | $3,631-36.8% | $2,381-3.6% |
| Participant deferral / active EE | $7,300 | $2,993+143.9% | $4,082+78.8% | $3,470+110.4% |
| Admin fee / account holder | $5,068 | $4,046+25.3% | $5,478-7.5% | $4,888+3.7% |