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 | $73,067 | $57,354+27.4% | $83,848-12.9% | $64,186+13.8% |
| Participation rate | 85.2% | 68.6%+16.6pp | 76.1%+9.0pp | 69.6%+15.6pp |
| Annual return | -2.43% | 11.38%-13.8pp | 850.88%-853.3pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,252 | $2,545-50.8% | $3,631-65.5% | $2,381-47.4% |
| Participant deferral / active EE | $4,648 | $2,993+55.3% | $4,082+13.9% | $3,470+34.0% |
| Admin fee / account holder | $21,159 | $4,046+423.0% | $5,478+286.2% | $4,888+332.9% |