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 | $109,275 | $77,813+40.4% | $123,544-11.5% | $64,186+70.2% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.1pp |
| Annual return | -5.31% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,835 | $3,014-39.1% | $4,628-60.4% | $2,381-22.9% |
| Participant deferral / active EE | $4,558 | $5,240-13.0% | $6,426-29.1% | $3,470+31.4% |
| Admin fee / account holder | $1,871 | $5,519-66.1% | $9,284-79.8% | $4,888-61.7% |