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 | $77,948 | $57,354+35.9% | $83,848-7.0% | $64,186+21.4% |
| Participation rate | 92.7% | 68.6%+24.1pp | 76.1%+16.6pp | 69.6%+23.2pp |
| Annual return | -7.34% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,806 | $2,545-29.0% | $3,631-50.2% | $2,381-24.1% |
| Participant deferral / active EE | $5,695 | $2,993+90.3% | $4,082+39.5% | $3,470+64.2% |
| Admin fee / account holder | $1,341 | $4,046-66.8% | $5,478-75.5% | $4,888-72.6% |