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 | $29,275 | $57,354-49.0% | $83,848-65.1% | $64,186-54.4% |
| Participation rate | 76.3% | 68.6%+7.7pp | 76.1%+0.2pp | 69.6%+6.7pp |
| Annual return | -5.50% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,655 | $2,545-35.0% | $3,631-54.4% | $2,381-30.5% |
| Participant deferral / active EE | $2,371 | $2,993-20.8% | $4,082-41.9% | $3,470-31.7% |
| Admin fee / account holder | $7,537 | $4,046+86.3% | $5,478+37.6% | $4,888+54.2% |