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 | $79,691 | $77,813+2.4% | $123,544-35.5% | $64,186+24.2% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -3.16% | 12.48%-15.6pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,868 | $3,014+28.3% | $4,628-16.4% | $2,381+62.5% |
| Participant deferral / active EE | $9,746 | $5,240+86.0% | $6,426+51.7% | $3,470+180.9% |
| Admin fee / account holder | $7,692 | $5,519+39.4% | $9,284-17.2% | $4,888+57.4% |