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 | $62,283 | $57,354+8.6% | $83,848-25.7% | $64,186-3.0% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | -7.00% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,946 | $2,545+15.7% | $3,631-18.9% | $2,381+23.7% |
| Participant deferral / active EE | $2,457 | $2,993-17.9% | $4,082-39.8% | $3,470-29.2% |
| Admin fee / account holder | $2,114 | $4,046-47.8% | $5,478-61.4% | $4,888-56.8% |