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 | $61,127 | $57,354+6.6% | $83,848-27.1% | $64,186-4.8% |
| Participation rate | 78.1% | 68.6%+9.5pp | 76.1%+2.0pp | 69.6%+8.6pp |
| Annual return | -6.30% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,393 | $2,545-6.0% | $3,631-34.1% | $2,381+0.5% |
| Participant deferral / active EE | $4,386 | $2,993+46.5% | $4,082+7.4% | $3,470+26.4% |
| Admin fee / account holder | $1,879 | $4,046-53.5% | $5,478-65.7% | $4,888-61.6% |