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 | $49,624 | $57,354-13.5% | $83,848-40.8% | $64,186-22.7% |
| Participation rate | 88.5% | 68.6%+19.9pp | 76.1%+12.3pp | 69.6%+18.9pp |
| Annual return | -6.25% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,332 | $2,545-8.4% | $3,631-35.8% | $2,381-2.0% |
| Participant deferral / active EE | $3,651 | $2,993+22.0% | $4,082-10.6% | $3,470+5.2% |
| Admin fee / account holder | $5,383 | $4,046+33.1% | $5,478-1.7% | $4,888+10.1% |