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 | $82,881 | $77,813+6.5% | $123,544-32.9% | $64,186+29.1% |
| Participation rate | 72.9% | 74.7%-1.8pp | 82.3%-9.4pp | 69.6%+3.3pp |
| Annual return | -7.46% | 12.48%-19.9pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,189 | $3,014-60.5% | $4,628-74.3% | $2,381-50.1% |
| Participant deferral / active EE | $5,598 | $5,240+6.8% | $6,426-12.9% | $3,470+61.4% |
| Admin fee / account holder | $640 | $5,519-88.4% | $9,284-93.1% | $4,888-86.9% |