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 | $87,638 | $57,354+52.8% | $83,848+4.5% | $64,186+36.5% |
| Participation rate | 73.0% | 68.6%+4.4pp | 76.1%-3.2pp | 69.6%+3.4pp |
| Annual return | -6.68% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $892 | $2,545-64.9% | $3,631-75.4% | $2,381-62.5% |
| Participant deferral / active EE | $2,612 | $2,993-12.7% | $4,082-36.0% | $3,470-24.7% |
| Admin fee / account holder | $4,340 | $4,046+7.3% | $5,478-20.8% | $4,888-11.2% |