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 | $129,253 | $72,388+78.6% | $111,392+16.0% | $64,186+101.4% |
| Participation rate | 93.0% | 70.5%+22.5pp | 78.9%+14.2pp | 69.6%+23.5pp |
| Annual return | -5.14% | -1.50%-3.6pp | -2.06%-3.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,573 | $3,000-14.2% | $4,328-40.5% | $2,381+8.1% |
| Participant deferral / active EE | $4,483 | $4,241+5.7% | $5,567-19.5% | $3,470+29.2% |
| Admin fee / account holder | $891 | $5,719-84.4% | $12,266-92.7% | $4,888-81.8% |