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 | $58,763 | $57,354+2.5% | $83,848-29.9% | $64,186-8.4% |
| Participation rate | 91.2% | 68.6%+22.6pp | 76.1%+15.0pp | 69.6%+21.6pp |
| Annual return | -7.62% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,682 | $2,545+5.4% | $3,631-26.1% | $2,381+12.6% |
| Participant deferral / active EE | $4,982 | $2,993+66.5% | $4,082+22.1% | $3,470+43.6% |
| Admin fee / account holder | $1,271 | $4,046-68.6% | $5,478-76.8% | $4,888-74.0% |