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 | $108,042 | $77,813+38.8% | $123,544-12.5% | $64,186+68.3% |
| Participation rate | 76.3% | 74.7%+1.5pp | 82.3%-6.0pp | 69.6%+6.7pp |
| Annual return | -4.30% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,802 | $3,014-7.0% | $4,628-39.5% | $2,381+17.7% |
| Participant deferral / active EE | $5,623 | $5,240+7.3% | $6,426-12.5% | $3,470+62.1% |
| Admin fee / account holder | $10,157 | $5,519+84.1% | $9,284+9.4% | $4,888+107.8% |