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 | $56,744 | $77,813-27.1% | $123,544-54.1% | $64,186-11.6% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -4.67% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,107 | $3,014-30.1% | $4,628-54.5% | $2,381-11.5% |
| Participant deferral / active EE | $4,161 | $5,240-20.6% | $6,426-35.2% | $3,470+19.9% |
| Admin fee / account holder | $13,617 | $5,519+146.7% | $9,284+46.7% | $4,888+178.6% |