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 | $62,719 | $49,280+27.3% | $67,313-6.8% | $64,186-2.3% |
| Participation rate | 90.2% | 60.8%+29.4pp | 69.1%+21.1pp | 69.6%+20.6pp |
| Annual return | -2.93% | -1.39%-1.5pp | -4.08%+1.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $3,159 | $1,668+89.4% | $2,566+23.1% | $2,381+32.7% |
| Participant deferral / active EE | $4,560 | $2,484+83.6% | $3,568+27.8% | $3,470+31.4% |
| Admin fee / account holder | $2,098 | $3,863-45.7% | $4,507-53.4% | $4,888-57.1% |