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 | $82,827 | $77,813+6.4% | $123,544-33.0% | $64,186+29.0% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -3.11% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $558 | $3,014-81.5% | $4,628-87.9% | $2,381-76.5% |
| Participant deferral / active EE | $3,926 | $5,240-25.1% | $6,426-38.9% | $3,470+13.2% |
| Admin fee / account holder | $22,769 | $5,519+312.6% | $9,284+145.3% | $4,888+365.8% |