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 | $114,771 | $77,813+47.5% | $123,544-7.1% | $64,186+78.8% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | -4.99% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,965 | $3,014-34.8% | $4,628-57.5% | $2,381-17.5% |
| Participant deferral / active EE | $6,027 | $5,240+15.0% | $6,426-6.2% | $3,470+73.7% |
| Admin fee / account holder | $5,411 | $5,519-2.0% | $9,284-41.7% | $4,888+10.7% |