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 | $121,894 | $72,404+68.4% | $110,238+10.6% | $64,186+89.9% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | -4.51% | -6.29%+1.8pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,801 | $2,282-21.1% | $3,826-52.9% | $2,381-24.4% |
| Participant deferral / active EE | $6,045 | $3,469+74.2% | $4,672+29.4% | $3,470+74.2% |
| Admin fee / account holder | $2,161 | $5,664-61.8% | $8,547-74.7% | $4,888-55.8% |