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 | $61,268 | $57,354+6.8% | $83,848-26.9% | $64,186-4.5% |
| Participation rate | 86.7% | 68.6%+18.1pp | 76.1%+10.5pp | 69.6%+17.1pp |
| Annual return | -5.45% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,814 | $2,545-28.7% | $3,631-50.0% | $2,381-23.8% |
| Participant deferral / active EE | $3,097 | $2,993+3.5% | $4,082-24.1% | $3,470-10.7% |
| Admin fee / account holder | $1,487 | $4,046-63.3% | $5,478-72.9% | $4,888-69.6% |