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 | $61,771 | $57,354+7.7% | $83,848-26.3% | $64,186-3.8% |
| Participation rate | 86.8% | 68.6%+18.2pp | 76.1%+10.7pp | 69.6%+17.3pp |
| Annual return | -5.51% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,280 | $2,545+28.9% | $3,631-9.7% | $2,381+37.8% |
| Participant deferral / active EE | $7,272 | $2,993+142.9% | $4,082+78.2% | $3,470+109.6% |
| Admin fee / account holder | $2,512 | $4,046-37.9% | $5,478-54.1% | $4,888-48.6% |