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 | $57,659 | $49,177+17.2% | $79,464-27.4% | $64,186-10.2% |
| Participation rate | 78.7% | 65.0%+13.7pp | 73.3%+5.3pp | 69.6%+9.1pp |
| Annual return | -2.08% | -1.16%-0.9pp | 718.14%-720.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,140 | $2,076+3.1% | $2,800-23.6% | $2,381-10.1% |
| Participant deferral / active EE | $3,111 | $2,821+10.3% | $3,704-16.0% | $3,470-10.3% |
| Admin fee / account holder | $5,815 | $3,839+51.5% | $5,113+13.7% | $4,888+19.0% |