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 | $95,536 | $77,813+22.8% | $123,544-22.7% | $64,186+48.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.86% | 12.48%-17.3pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,976 | $3,014-34.4% | $4,628-57.3% | $2,381-17.0% |
| Participant deferral / active EE | $5,583 | $5,240+6.5% | $6,426-13.1% | $3,470+60.9% |
| Admin fee / account holder | $4,262 | $5,519-22.8% | $9,284-54.1% | $4,888-12.8% |