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 | $129,829 | $83,908+54.7% | $68,509+89.5% | $125,391+3.5% |
| Participation rate | 82.4% | 78.2%+4.2pp | 74.7%+7.6pp | 83.2%-0.8pp |
| Annual return | -0.59% | 14.48%-15.1pp | 8.27%-8.9pp | 282.22%-282.8pp |
| Employer contribution / active EE | $3,096 | $3,031+2.1% | $2,278+35.9% | $4,866-36.4% |
| Participant deferral / active EE | $5,424 | $4,125+31.5% | $3,382+60.4% | $5,352+1.4% |
| Admin fee / account holder | $9,121 | $8,982+1.5% | $5,275+72.9% | $9,540-4.4% |