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 | $52,807 | $45,825+15.2% | $90,645-41.7% | $56,287-6.2% |
| Participation rate | 80.0% | 66.7%+13.3pp | 74.0%+6.0pp | 69.9%+10.1pp |
| Annual return | -5.00% | 38.64%-43.6pp | 1.88%-6.9pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,810 | $1,372+177.7% | $2,532+50.5% | $2,111+80.5% |
| Participant deferral / active EE | $1,330 | $2,562-48.1% | $3,425-61.2% | $3,350-60.3% |
| Admin fee / account holder | $12,863 | $413+3017.3% | $4,994+157.6% | $521+2369.2% |