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 | $65,512 | $57,354+14.2% | $83,848-21.9% | $64,186+2.1% |
| Participation rate | 84.4% | 68.6%+15.8pp | 76.1%+8.3pp | 69.6%+14.9pp |
| Annual return | -6.91% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,334 | $2,545-8.3% | $3,631-35.7% | $2,381-2.0% |
| Participant deferral / active EE | $5,873 | $2,993+96.2% | $4,082+43.9% | $3,470+69.3% |
| Admin fee / account holder | $3,637 | $4,046-10.1% | $5,478-33.6% | $4,888-25.6% |