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 | $77,608 | $77,813-0.3% | $123,544-37.2% | $64,186+20.9% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.3%+9.6pp | 69.6%+22.3pp |
| Annual return | -5.56% | 12.48%-18.0pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,181 | $3,014-60.8% | $4,628-74.5% | $2,381-50.4% |
| Participant deferral / active EE | $2,730 | $5,240-47.9% | $6,426-57.5% | $3,470-21.3% |
| Admin fee / account holder | $3,472 | $5,519-37.1% | $9,284-62.6% | $4,888-29.0% |