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 | $90,678 | $57,354+58.1% | $83,848+8.1% | $64,186+41.3% |
| Participation rate | 73.3% | 68.6%+4.7pp | 76.1%-2.8pp | 69.6%+3.8pp |
| Annual return | -3.47% | 11.38%-14.9pp | 850.88%-854.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,162 | $2,545-54.3% | $3,631-68.0% | $2,381-51.2% |
| Participant deferral / active EE | $1,877 | $2,993-37.3% | $4,082-54.0% | $3,470-45.9% |
| Admin fee / account holder | $922 | $4,046-77.2% | $5,478-83.2% | $4,888-81.1% |