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 | $63,371 | $49,177+28.9% | $79,464-20.3% | $64,186-1.3% |
| Participation rate | 82.5% | 65.0%+17.4pp | 73.3%+9.1pp | 69.6%+12.9pp |
| Annual return | -4.00% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $725 | $2,076-65.1% | $2,800-74.1% | $2,381-69.5% |
| Participant deferral / active EE | $5,026 | $2,821+78.1% | $3,704+35.7% | $3,470+44.9% |
| Admin fee / account holder | $2,736 | $3,839-28.7% | $5,113-46.5% | $4,888-44.0% |