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 | $91,844 | $82,664+11.1% | $125,339-26.7% | $68,494+34.1% |
| Participation rate | 79.1% | 75.0%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | 17.74% | -5.97%+23.7pp | 572.05%-554.3pp | -7.84%+25.6pp |
| Employer contribution / active EE | $3,252 | $3,381-3.8% | $4,814-32.4% | $2,596+25.3% |
| Participant deferral / active EE | $2,625 | $6,110-57.0% | $7,446-64.8% | $4,027-34.8% |
| Admin fee / account holder | $15,428 | $6,275+145.9% | $10,010+54.1% | $5,403+185.6% |