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 | $72,676 | $49,177+47.8% | $79,464-8.5% | $64,186+13.2% |
| Participation rate | 89.8% | 65.0%+24.8pp | 73.3%+16.4pp | 69.6%+20.2pp |
| Annual return | -4.24% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,336 | $2,076-35.7% | $2,800-52.3% | $2,381-43.9% |
| Participant deferral / active EE | $2,503 | $2,821-11.3% | $3,704-32.4% | $3,470-27.8% |
| Admin fee / account holder | $1,538 | $3,839-59.9% | $5,113-69.9% | $4,888-68.5% |