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 | $73,504 | $77,813-5.5% | $123,544-40.5% | $64,186+14.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.89% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,694 | $3,014-10.6% | $4,628-41.8% | $2,381+13.2% |
| Participant deferral / active EE | $3,579 | $5,240-31.7% | $6,426-44.3% | $3,470+3.2% |
| Admin fee / account holder | $5,084 | $5,519-7.9% | $9,284-45.2% | $4,888+4.0% |