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 | $85,502 | $57,354+49.1% | $83,848+2.0% | $64,186+33.2% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | -8.04% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,843 | $2,545-27.6% | $3,631-49.3% | $2,381-22.6% |
| Participant deferral / active EE | $2,988 | $2,993-0.2% | $4,082-26.8% | $3,470-13.9% |
| Admin fee / account holder | $557 | $4,046-86.2% | $5,478-89.8% | $4,888-88.6% |