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 | $73,789 | $77,813-5.2% | $123,544-40.3% | $64,186+15.0% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.3%+3.7pp | 69.6%+16.5pp |
| Annual return | -5.90% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,883 | $3,014-37.5% | $4,628-59.3% | $2,381-20.9% |
| Participant deferral / active EE | $4,324 | $5,240-17.5% | $6,426-32.7% | $3,470+24.6% |
| Admin fee / account holder | $5,875 | $5,519+6.5% | $9,284-36.7% | $4,888+20.2% |