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 | $61,508 | $57,354+7.2% | $83,848-26.6% | $64,186-4.2% |
| Participation rate | 70.3% | 68.6%+1.7pp | 76.1%-5.9pp | 69.6%+0.7pp |
| Annual return | -4.84% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,165 | $2,545-54.2% | $3,631-67.9% | $2,381-51.1% |
| Participant deferral / active EE | $2,732 | $2,993-8.7% | $4,082-33.1% | $3,470-21.3% |
| Admin fee / account holder | $9,714 | $4,046+140.1% | $5,478+77.3% | $4,888+98.7% |