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 | $67,693 | $42,383+59.7% | $76,523-11.5% | $64,186+5.5% |
| Participation rate | 86.2% | 58.1%+28.0pp | 68.0%+18.2pp | 69.6%+16.6pp |
| Annual return | -5.71% | -16.54%+10.8pp | -0.27%-5.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,205 | $1,563-22.9% | $2,647-54.5% | $2,381-49.4% |
| Participant deferral / active EE | $8,152 | $2,566+217.6% | $3,835+112.5% | $3,470+135.0% |
| Admin fee / account holder | $4,387 | $3,198+37.2% | $4,848-9.5% | $4,888-10.3% |