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 | $65,609 | $59,107+11.0% | $86,436-24.1% | $68,494-4.2% |
| Participation rate | 96.8% | 75.2%+21.5pp | 80.3%+16.5pp | 67.9%+28.9pp |
| Annual return | -10.36% | -0.23%-10.1pp | 4394.89%-4405.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $2,468 | $2,519-2.0% | $3,769-34.5% | $2,596-4.9% |
| Participant deferral / active EE | $7,323 | $5,901+24.1% | $6,952+5.3% | $4,027+81.8% |
| Admin fee / account holder | $5,333 | $5,637-5.4% | $6,731-20.8% | $5,403-1.3% |