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 | $113,477 | $77,813+45.8% | $123,544-8.1% | $64,186+76.8% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -4.99% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,905 | $3,014+29.6% | $4,628-15.6% | $2,381+64.0% |
| Participant deferral / active EE | $5,167 | $5,240-1.4% | $6,426-19.6% | $3,470+48.9% |
| Admin fee / account holder | $12,691 | $5,519+130.0% | $9,284+36.7% | $4,888+159.6% |