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 | $90,246 | $77,813+16.0% | $123,544-27.0% | $64,186+40.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.02% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,405 | $3,014-53.4% | $4,628-69.6% | $2,381-41.0% |
| Participant deferral / active EE | $3,468 | $5,240-33.8% | $6,426-46.0% | $3,4700% |
| Admin fee / account holder | $5,925 | $5,519+7.4% | $9,284-36.2% | $4,888+21.2% |