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 | $77,479 | $66,302+16.9% | $110,238-29.7% | $56,287+37.7% |
| Participation rate | 98.3% | 74.9%+23.4pp | 79.8%+18.5pp | 69.9%+28.4pp |
| Annual return | -5.13% | -1.18%-4.0pp | 314.74%-319.9pp | -9.96%+4.8pp |
| Employer contribution / active EE | $7,723 | $2,047+277.2% | $3,826+101.8% | $2,111+265.8% |
| Participant deferral / active EE | $1,927 | $3,381-43.0% | $4,672-58.8% | $3,350-42.5% |
| Admin fee / account holder | $6,935 | $698+892.9% | $8,547-18.9% | $521+1231.3% |