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 | $74,037 | $57,354+29.1% | $83,848-11.7% | $64,186+15.3% |
| Participation rate | 73.3% | 68.6%+4.7pp | 76.1%-2.8pp | 69.6%+3.8pp |
| Annual return | -6.69% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $776 | $2,545-69.5% | $3,631-78.6% | $2,381-67.4% |
| Participant deferral / active EE | $4,294 | $2,993+43.5% | $4,082+5.2% | $3,470+23.8% |
| Admin fee / account holder | $2,840 | $4,046-29.8% | $5,478-48.2% | $4,888-41.9% |