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 | $60,418 | $57,354+5.3% | $83,848-27.9% | $64,186-5.9% |
| Participation rate | 81.3% | 68.6%+12.6pp | 76.1%+5.1pp | 69.6%+11.7pp |
| Annual return | -5.67% | 11.38%-17.1pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,834 | $2,545-28.0% | $3,631-49.5% | $2,381-23.0% |
| Participant deferral / active EE | $5,333 | $2,993+78.2% | $4,082+30.7% | $3,470+53.7% |
| Admin fee / account holder | $2,289 | $4,046-43.4% | $5,478-58.2% | $4,888-53.2% |