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 | $54,800 | $42,894+27.8% | $60,874-10.0% | $68,494-20.0% |
| Participation rate | 80.4% | 66.8%+13.6pp | 73.1%+7.2pp | 67.9%+12.5pp |
| Annual return | -15.67% | -13.98%-1.7pp | 16.90%-32.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $6,676 | $1,978+237.5% | $2,701+147.1% | $2,596+157.1% |
| Participant deferral / active EE | $2,264 | $2,867-21.0% | $3,817-40.7% | $4,027-43.8% |
| Admin fee / account holder | $1,337 | $3,101-56.9% | $3,224-58.5% | $5,403-75.3% |