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 | $79,046 | $42,894+84.3% | $60,874+29.9% | $68,494+15.4% |
| Participation rate | 92.3% | 66.8%+25.5pp | 73.1%+19.2pp | 67.9%+24.4pp |
| Annual return | -4.58% | -13.98%+9.4pp | 16.90%-21.5pp | -7.84%+3.3pp |
| Employer contribution / active EE | $2,372 | $1,978+19.9% | $2,701-12.2% | $2,596-8.6% |
| Participant deferral / active EE | $3,620 | $2,867+26.3% | $3,817-5.1% | $4,027-10.1% |
| Admin fee / account holder | $11,210 | $3,101+261.5% | $3,224+247.7% | $5,403+107.5% |