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 | $56,323 | $77,813-27.6% | $123,544-54.4% | $64,186-12.2% |
| Participation rate | 87.3% | 74.7%+12.6pp | 82.3%+5.0pp | 69.6%+17.8pp |
| Annual return | -2.35% | 12.48%-14.8pp | 119.20%-121.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,382 | $3,014-21.0% | $4,628-48.5% | $2,3810% |
| Participant deferral / active EE | $7,993 | $5,240+52.5% | $6,426+24.4% | $3,470+130.4% |
| Admin fee / account holder | $11,223 | $5,519+103.4% | $9,284+20.9% | $4,888+129.6% |