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 | $117,058 | $77,813+50.4% | $123,544-5.2% | $64,186+82.4% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | -2.03% | 12.48%-14.5pp | 119.20%-121.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,772 | $3,014-41.2% | $4,628-61.7% | $2,381-25.6% |
| Participant deferral / active EE | $5,578 | $5,240+6.5% | $6,426-13.2% | $3,470+60.8% |
| Admin fee / account holder | $4,038 | $5,519-26.8% | $9,284-56.5% | $4,888-17.4% |