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 | $82,638 | $72,404+14.1% | $110,238-25.0% | $64,186+28.7% |
| Participation rate | 96.8% | 73.3%+23.4pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | -5.53% | -6.29%+0.8pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,468 | $2,282-35.6% | $3,826-61.6% | $2,381-38.3% |
| Participant deferral / active EE | $2,762 | $3,469-20.4% | $4,672-40.9% | $3,470-20.4% |
| Admin fee / account holder | $714 | $5,664-87.4% | $8,547-91.6% | $4,888-85.4% |