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 | $59,716 | $57,354+4.1% | $83,848-28.8% | $64,186-7.0% |
| Participation rate | 76.5% | 68.6%+7.9pp | 76.1%+0.3pp | 69.6%+6.9pp |
| Annual return | -8.56% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,119 | $2,545-16.7% | $3,631-41.6% | $2,381-11.0% |
| Participant deferral / active EE | $4,831 | $2,993+61.4% | $4,082+18.4% | $3,470+39.2% |
| Admin fee / account holder | $1,025 | $4,046-74.7% | $5,478-81.3% | $4,888-79.0% |