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 | $78,559 | $57,354+37.0% | $83,848-6.3% | $64,186+22.4% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -7.41% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,060 | $2,545-58.4% | $3,631-70.8% | $2,381-55.5% |
| Participant deferral / active EE | $3,029 | $2,993+1.2% | $4,082-25.8% | $3,470-12.7% |
| Admin fee / account holder | $6,025 | $4,046+48.9% | $5,478+10.0% | $4,888+23.2% |