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 | $70,788 | $57,354+23.4% | $83,848-15.6% | $64,186+10.3% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -4.36% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,275 | $2,545-49.9% | $3,631-64.9% | $2,381-46.4% |
| Participant deferral / active EE | $2,260 | $2,993-24.5% | $4,082-44.6% | $3,470-34.8% |
| Admin fee / account holder | $6,197 | $4,046+53.2% | $5,478+13.1% | $4,888+26.8% |