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 | $89,548 | $72,404+23.7% | $110,238-18.8% | $64,186+39.5% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.1pp |
| Annual return | -5.85% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,304 | $2,282-42.8% | $3,826-65.9% | $2,381-45.2% |
| Participant deferral / active EE | $3,397 | $3,469-2.1% | $4,672-27.3% | $3,470-2.1% |
| Admin fee / account holder | $9,240 | $5,664+63.1% | $8,547+8.1% | $4,888+89.0% |