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 | $78,420 | $72,404+8.3% | $110,238-28.9% | $64,186+22.2% |
| Participation rate | 78.7% | 73.3%+5.4pp | 79.8%-1.1pp | 69.6%+9.1pp |
| Annual return | -4.42% | -6.29%+1.9pp | 314.74%-319.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,641 | $2,282+59.6% | $3,826-4.9% | $2,381+52.9% |
| Participant deferral / active EE | $4,895 | $3,469+41.1% | $4,672+4.8% | $3,470+41.1% |
| Admin fee / account holder | $7,963 | $5,664+40.6% | $8,547-6.8% | $4,888+62.9% |