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 | $83,007 | $72,404+14.6% | $110,238-24.7% | $64,186+29.3% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.8pp |
| Annual return | -5.36% | -6.29%+0.9pp | 314.74%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,773 | $2,282+21.5% | $3,826-27.5% | $2,381+16.5% |
| Participant deferral / active EE | $4,110 | $3,469+18.5% | $4,672-12.0% | $3,470+18.5% |
| Admin fee / account holder | $2,150 | $5,664-62.0% | $8,547-74.8% | $4,888-56.0% |