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 | $48,245 | $82,664-41.6% | $125,339-61.5% | $68,494-29.6% |
| Participation rate | 75.6% | 75.0%+0.6pp | 82.4%-6.8pp | 67.9%+7.7pp |
| Annual return | 10.16% | -5.97%+16.1pp | 572.05%-561.9pp | -7.84%+18.0pp |
| Employer contribution / active EE | $4,707 | $3,381+39.2% | $4,814-2.2% | $2,596+81.3% |
| Participant deferral / active EE | $8,765 | $6,110+43.4% | $7,446+17.7% | $4,027+117.7% |
| Admin fee / account holder | $3,652 | $6,275-41.8% | $10,010-63.5% | $5,403-32.4% |