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 | $102,242 | $77,813+31.4% | $123,544-17.2% | $64,186+59.3% |
| Participation rate | 84.4% | 74.7%+9.7pp | 82.3%+2.1pp | 69.6%+14.9pp |
| Annual return | -5.64% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,650 | $3,014-45.2% | $4,628-64.3% | $2,381-30.7% |
| Participant deferral / active EE | $3,196 | $5,240-39.0% | $6,426-50.3% | $3,470-7.9% |
| Admin fee / account holder | $5,960 | $5,519+8.0% | $9,284-35.8% | $4,888+21.9% |