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 | $73,701 | $43,723+68.6% | $121,196-39.2% | $64,186+14.8% |
| Participation rate | 75.0% | 58.3%+16.7pp | 71.7%+3.3pp | 69.6%+5.4pp |
| Annual return | -3.74% | 68.91%-72.7pp | 16.93%-20.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,555 | $1,296+19.9% | $4,022-61.3% | $2,381-34.7% |
| Participant deferral / active EE | $2,684 | $2,280+17.7% | $3,344-19.7% | $3,470-22.6% |
| Admin fee / account holder | $4,117 | $3,501+17.6% | $5,019-18.0% | $4,888-15.8% |