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 | $69,827 | $43,723+59.7% | $121,196-42.4% | $64,186+8.8% |
| Participation rate | 74.0% | 58.3%+15.6pp | 71.7%+2.2pp | 69.6%+4.4pp |
| Annual return | -5.34% | 68.91%-74.3pp | 16.93%-22.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,895 | $1,296+46.2% | $4,022-52.9% | $2,381-20.4% |
| Participant deferral / active EE | $3,985 | $2,280+74.8% | $3,344+19.2% | $3,470+14.9% |
| Admin fee / account holder | $3,751 | $3,501+7.1% | $5,019-25.3% | $4,888-23.3% |