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 | $58,848 | $57,354+2.6% | $83,848-29.8% | $64,186-8.3% |
| Participation rate | 79.4% | 68.6%+10.8pp | 76.1%+3.3pp | 69.6%+9.8pp |
| Annual return | -5.89% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,663 | $2,545+4.6% | $3,631-26.6% | $2,381+11.9% |
| Participant deferral / active EE | $4,506 | $2,993+50.5% | $4,082+10.4% | $3,470+29.9% |
| Admin fee / account holder | $2,044 | $4,046-49.5% | $5,478-62.7% | $4,888-58.2% |