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 | $113,789 | $91,538+24.3% | $129,995-12.5% | $75,163+51.4% |
| Participation rate | 72.9% | 71.4%+1.4pp | 78.5%-5.6pp | 67.2%+5.7pp |
| Annual return | 21.65% | -631.11%+652.8pp | -137.18%+158.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,055 | $2,845-27.8% | $4,320-52.4% | $2,670-23.0% |
| Participant deferral / active EE | $4,759 | $4,341+9.6% | $5,820-18.2% | $4,125+15.4% |
| Admin fee / account holder | $2,191 | $6,790-67.7% | $10,614-79.4% | $5,651-61.2% |