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 | $73,284 | $77,813-5.8% | $123,544-40.7% | $64,186+14.2% |
| Participation rate | 79.2% | 74.7%+4.5pp | 82.3%-3.1pp | 69.6%+9.6pp |
| Annual return | -3.93% | 12.48%-16.4pp | 119.20%-123.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,987 | $5,240+33.3% | $6,426+8.7% | $3,470+101.4% |
| Admin fee / account holder | $1,892 | $5,519-65.7% | $9,284-79.6% | $4,888-61.3% |