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 | $79,132 | $57,354+38.0% | $83,848-5.6% | $64,186+23.3% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.3pp | 69.6%+28.9pp |
| Annual return | -1.19% | 11.38%-12.6pp | 850.88%-852.1pp | 7.63%-8.8pp |
| Employer contribution / active EE | $3,006 | $2,545+18.1% | $3,631-17.2% | $2,381+26.2% |
| Participant deferral / active EE | $2,848 | $2,993-4.9% | $4,082-30.2% | $3,470-17.9% |
| Admin fee / account holder | $4,112 | $4,046+1.6% | $5,478-24.9% | $4,888-15.9% |