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 | $77,716 | $57,354+35.5% | $83,848-7.3% | $64,186+21.1% |
| Participation rate | 75.9% | 68.6%+7.3pp | 76.1%-0.3pp | 69.6%+6.3pp |
| Annual return | -8.41% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,960 | $2,545-23.0% | $3,631-46.0% | $2,381-17.7% |
| Participant deferral / active EE | $4,014 | $2,993+34.1% | $4,082-1.7% | $3,470+15.7% |
| Admin fee / account holder | $3,553 | $4,046-12.2% | $5,478-35.1% | $4,888-27.3% |