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 | $82,129 | $72,404+13.4% | $110,238-25.5% | $64,186+28.0% |
| Participation rate | 84.7% | 73.3%+11.4pp | 79.8%+4.9pp | 69.6%+15.1pp |
| Annual return | -5.79% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,375 | $2,282-39.7% | $3,826-64.1% | $2,381-42.3% |
| Participant deferral / active EE | $3,592 | $3,469+3.5% | $4,672-23.1% | $3,470+3.5% |
| Admin fee / account holder | $5,130 | $5,664-9.4% | $8,547-40.0% | $4,888+5.0% |