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 | $63,272 | $58,577+8.0% | $83,333-24.1% | $64,186-1.4% |
| Participation rate | 78.4% | 72.0%+6.3pp | 77.8%+0.6pp | 69.6%+8.8pp |
| Annual return | -2.53% | 9.65%-12.2pp | 10.63%-13.2pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,359 | $2,098-35.3% | $3,379-59.8% | $2,381-42.9% |
| Participant deferral / active EE | $2,214 | $4,654-52.4% | $5,565-60.2% | $3,470-36.2% |
| Admin fee / account holder | $20,704 | $9,275+123.2% | $7,510+175.7% | $4,888+323.6% |