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 | $67,140 | $77,813-13.7% | $123,544-45.7% | $64,186+4.6% |
| Participation rate | 89.4% | 74.7%+14.7pp | 82.3%+7.1pp | 69.6%+19.8pp |
| Annual return | -6.95% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $557 | $3,014-81.5% | $4,628-88.0% | $2,381-76.6% |
| Participant deferral / active EE | $8,737 | $5,240+66.7% | $6,426+36.0% | $3,470+151.8% |
| Admin fee / account holder | $9,387 | $5,519+70.1% | $9,284+1.1% | $4,888+92.0% |