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 | $51,772 | $43,723+18.4% | $121,196-57.3% | $64,186-19.3% |
| Participation rate | 82.9% | 58.3%+24.6pp | 71.7%+11.2pp | 69.6%+13.4pp |
| Annual return | -5.15% | 68.91%-74.1pp | 16.93%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,801 | $1,296+38.9% | $4,022-55.2% | $2,381-24.4% |
| Participant deferral / active EE | $2,873 | $2,280+26.0% | $3,344-14.1% | $3,470-17.2% |
| Admin fee / account holder | $4,828 | $3,501+37.9% | $5,019-3.8% | $4,888-1.2% |