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 | $73,276 | $57,354+27.8% | $83,848-12.6% | $64,186+14.2% |
| Participation rate | 75.4% | 68.6%+6.8pp | 76.1%-0.7pp | 69.6%+5.9pp |
| Annual return | -4.65% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $638 | $2,545-74.9% | $3,631-82.4% | $2,381-73.2% |
| Participant deferral / active EE | $3,326 | $2,993+11.1% | $4,082-18.5% | $3,470-4.1% |
| Admin fee / account holder | $2,777 | $4,046-31.4% | $5,478-49.3% | $4,888-43.2% |