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 | $60,132 | $57,354+4.8% | $83,848-28.3% | $64,186-6.3% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -4.96% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,208 | $2,545-52.5% | $3,631-66.7% | $2,381-49.2% |
| Participant deferral / active EE | $3,907 | $2,993+30.5% | $4,082-4.3% | $3,470+12.6% |
| Admin fee / account holder | $3,689 | $4,046-8.8% | $5,478-32.7% | $4,888-24.5% |