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 | $67,493 | $44,873+50.4% | $79,464-15.1% | $56,287+19.9% |
| Participation rate | 87.9% | 68.7%+19.2pp | 73.3%+14.6pp | 69.9%+18.1pp |
| Annual return | -5.57% | 0.81%-6.4pp | 718.14%-723.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,572 | $2,140+20.2% | $2,800-8.2% | $2,111+21.8% |
| Participant deferral / active EE | $3,524 | $2,746+28.3% | $3,704-4.9% | $3,350+5.2% |
| Admin fee / account holder | $4,688 | $418+1020.3% | $5,113-8.3% | $521+799.9% |