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 | $77,361 | $57,354+34.9% | $83,848-7.7% | $64,186+20.5% |
| Participation rate | 95.0% | 68.6%+26.4pp | 76.1%+18.9pp | 69.6%+25.4pp |
| Annual return | -5.05% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,788 | $2,545-29.7% | $3,631-50.7% | $2,381-24.9% |
| Participant deferral / active EE | $4,753 | $2,993+58.8% | $4,082+16.5% | $3,470+37.0% |
| Admin fee / account holder | $573 | $4,046-85.8% | $5,478-89.5% | $4,888-88.3% |