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 | $33,582 | $77,813-56.8% | $123,544-72.8% | $64,186-47.7% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.2pp |
| Annual return | -7.55% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $4,433 | $3,014+47.1% | $4,628-4.2% | $2,381+86.2% |
| Participant deferral / active EE | $9,289 | $5,240+77.3% | $6,426+44.6% | $3,470+167.7% |
| Admin fee / account holder | $1,576 | $5,519-71.4% | $9,284-83.0% | $4,888-67.8% |