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 | $83,511 | $72,404+15.3% | $110,238-24.2% | $64,186+30.1% |
| Participation rate | 95.6% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+26.0pp |
| Annual return | -5.10% | -6.29%+1.2pp | 314.74%-319.8pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,366 | $2,282+3.7% | $3,826-38.2% | $2,381-0.6% |
| Participant deferral / active EE | $3,892 | $3,469+12.2% | $4,672-16.7% | $3,470+12.2% |
| Admin fee / account holder | $14,522 | $5,664+156.4% | $8,547+69.9% | $4,888+197.1% |