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 | $80,705 | $54,229+48.8% | $70,092+15.1% | $68,494+17.8% |
| Participation rate | 87.7% | 64.5%+23.2pp | 70.5%+17.2pp | 67.9%+19.8pp |
| Annual return | -15.14% | -13.87%-1.3pp | 190.73%-205.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,683 | $2,018-16.6% | $2,559-34.2% | $2,596-35.2% |
| Participant deferral / active EE | $4,135 | $2,956+39.9% | $3,849+7.4% | $4,027+2.7% |
| Admin fee / account holder | $3,594 | $4,694-23.4% | $6,267-42.7% | $5,403-33.5% |