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 | $103,989 | $73,102+42.3% | $123,544-15.8% | $56,287+84.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 82.3%-7.3pp | 69.9%+5.1pp |
| Annual return | -6.77% | 3.01%-9.8pp | 119.20%-126.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,847 | $2,977-4.4% | $4,628-38.5% | $2,111+34.8% |
| Participant deferral / active EE | $7,694 | $5,423+41.9% | $6,426+19.7% | $3,350+129.7% |
| Admin fee / account holder | $1,679 | $554+203.1% | $9,284-81.9% | $521+222.2% |