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 | $76,993 | $43,723+76.1% | $121,196-36.5% | $64,186+20.0% |
| Participation rate | 85.4% | 58.3%+27.0pp | 71.7%+13.6pp | 69.6%+15.8pp |
| Annual return | -6.16% | 68.91%-75.1pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $917 | $1,296-29.3% | $4,022-77.2% | $2,381-61.5% |
| Participant deferral / active EE | $5,265 | $2,280+131.0% | $3,344+57.4% | $3,470+51.8% |
| Admin fee / account holder | $1,724 | $3,501-50.8% | $5,019-65.7% | $4,888-64.7% |