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 | $58,559 | $57,354+2.1% | $83,848-30.2% | $64,186-8.8% |
| Participation rate | 75.9% | 68.6%+7.3pp | 76.1%-0.2pp | 69.6%+6.4pp |
| Annual return | -5.96% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,203 | $2,545-13.4% | $3,631-39.3% | $2,381-7.5% |
| Participant deferral / active EE | $5,169 | $2,993+72.7% | $4,082+26.6% | $3,470+49.0% |
| Admin fee / account holder | $18,507 | $4,046+357.5% | $5,478+237.8% | $4,888+278.6% |