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 | $79,806 | $66,302+20.4% | $110,238-27.6% | $56,287+41.8% |
| Participation rate | 78.0% | 74.9%+3.1pp | 79.8%-1.8pp | 69.9%+8.1pp |
| Annual return | -5.79% | -1.18%-4.6pp | 314.74%-320.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,273 | $2,047+11.0% | $3,826-40.6% | $2,111+7.7% |
| Participant deferral / active EE | $6,389 | $3,381+88.9% | $4,672+36.7% | $3,350+90.7% |
| Admin fee / account holder | $1,823 | $698+161.0% | $8,547-78.7% | $521+249.9% |