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 | $59,042 | $49,177+20.1% | $79,464-25.7% | $64,186-8.0% |
| Participation rate | 70.6% | 65.0%+5.6pp | 73.3%-2.8pp | 69.6%+1.0pp |
| Annual return | -5.54% | -1.16%-4.4pp | 718.14%-723.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,399 | $2,076+15.6% | $2,800-14.3% | $2,381+0.8% |
| Participant deferral / active EE | $4,858 | $2,821+72.2% | $3,704+31.2% | $3,470+40.0% |
| Admin fee / account holder | $22,062 | $3,839+474.7% | $5,113+331.5% | $4,888+351.3% |