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 | $69,973 | $57,354+22.0% | $83,848-16.5% | $64,186+9.0% |
| Participation rate | 73.5% | 68.6%+4.9pp | 76.1%-2.6pp | 69.6%+4.0pp |
| Annual return | -7.20% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,077 | $2,545-18.4% | $3,631-42.8% | $2,381-12.8% |
| Participant deferral / active EE | $4,526 | $2,993+51.2% | $4,082+10.9% | $3,470+30.5% |
| Admin fee / account holder | $966 | $4,046-76.1% | $5,478-82.4% | $4,888-80.2% |