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 | $57,550 | $57,354+0.3% | $83,848-31.4% | $64,186-10.3% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -4.93% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,169 | $2,545+24.5% | $3,631-12.7% | $2,381+33.1% |
| Participant deferral / active EE | $2,757 | $2,993-7.9% | $4,082-32.5% | $3,470-20.5% |
| Admin fee / account holder | $4,109 | $4,046+1.6% | $5,478-25.0% | $4,888-15.9% |