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 | $72,712 | $57,354+26.8% | $83,848-13.3% | $64,186+13.3% |
| Participation rate | 85.2% | 68.6%+16.6pp | 76.1%+9.0pp | 69.6%+15.6pp |
| Annual return | -5.26% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,636 | $2,545-35.7% | $3,631-54.9% | $2,381-31.3% |
| Participant deferral / active EE | $2,764 | $2,993-7.7% | $4,082-32.3% | $3,470-20.3% |
| Admin fee / account holder | $852 | $4,046-78.9% | $5,478-84.5% | $4,888-82.6% |