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 | $103,631 | $57,354+80.7% | $83,848+23.6% | $64,186+61.5% |
| Participation rate | 70.4% | 68.6%+1.8pp | 76.1%-5.8pp | 69.6%+0.8pp |
| Annual return | -5.48% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,868 | $2,545-26.6% | $3,631-48.6% | $2,381-21.6% |
| Participant deferral / active EE | $2,991 | $2,993-0.1% | $4,082-26.7% | $3,470-13.8% |
| Admin fee / account holder | $2,883 | $4,046-28.7% | $5,478-47.4% | $4,888-41.0% |