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 | $68,997 | $57,354+20.3% | $83,848-17.7% | $64,186+7.5% |
| Participation rate | 71.4% | 68.6%+2.8pp | 76.1%-4.7pp | 69.6%+1.9pp |
| Annual return | -4.82% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $9,971 | $2,545+291.7% | $3,631+174.6% | $2,381+318.8% |
| Participant deferral / active EE | $2,027 | $2,993-32.3% | $4,082-50.3% | $3,470-41.6% |
| Admin fee / account holder | $3,708 | $4,046-8.3% | $5,478-32.3% | $4,888-24.1% |