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 | $87,862 | $57,354+53.2% | $83,848+4.8% | $64,186+36.9% |
| Participation rate | 76.9% | 68.6%+8.3pp | 76.1%+0.8pp | 69.6%+7.4pp |
| Annual return | -6.57% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,032 | $2,545-20.2% | $3,631-44.0% | $2,381-14.7% |
| Participant deferral / active EE | $4,289 | $2,993+43.3% | $4,082+5.1% | $3,470+23.6% |
| Admin fee / account holder | $2,816 | $4,046-30.4% | $5,478-48.6% | $4,888-42.4% |