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 | $60,646 | $43,723+38.7% | $121,196-50.0% | $64,186-5.5% |
| Participation rate | 75.0% | 58.3%+16.7pp | 71.7%+3.3pp | 69.6%+5.4pp |
| Annual return | -5.60% | 68.91%-74.5pp | 16.93%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,211 | $1,296-6.6% | $4,022-69.9% | $2,381-49.1% |
| Participant deferral / active EE | $4,352 | $2,280+90.9% | $3,344+30.1% | $3,470+25.4% |
| Admin fee / account holder | $6,995 | $3,501+99.8% | $5,019+39.4% | $4,888+43.1% |