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 | $57,582 | $57,354+0.4% | $83,848-31.3% | $64,186-10.3% |
| Participation rate | 92.0% | 68.6%+23.4pp | 76.1%+15.9pp | 69.6%+22.4pp |
| Annual return | -5.48% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,958 | $2,545-23.1% | $3,631-46.1% | $2,381-17.7% |
| Participant deferral / active EE | $3,431 | $2,993+14.6% | $4,082-15.9% | $3,470-1.1% |
| Admin fee / account holder | $2,644 | $4,046-34.6% | $5,478-51.7% | $4,888-45.9% |