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 | $81,244 | $57,354+41.7% | $83,848-3.1% | $64,186+26.6% |
| Participation rate | 95.9% | 68.6%+27.3pp | 76.1%+19.8pp | 69.6%+26.4pp |
| Annual return | -4.48% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $953 | $2,545-62.6% | $3,631-73.8% | $2,381-60.0% |
| Participant deferral / active EE | $5,189 | $2,993+73.4% | $4,082+27.1% | $3,470+49.6% |
| Admin fee / account holder | $10,252 | $4,046+153.4% | $5,478+87.1% | $4,888+109.7% |