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 | $85,055 | $77,813+9.3% | $123,544-31.2% | $64,186+32.5% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.3%+13.5pp | 69.6%+26.2pp |
| Annual return | -5.53% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,190 | $3,014-60.5% | $4,628-74.3% | $2,381-50.0% |
| Participant deferral / active EE | $9,388 | $5,240+79.2% | $6,426+46.1% | $3,470+170.6% |
| Admin fee / account holder | $4,210 | $5,519-23.7% | $9,284-54.6% | $4,888-13.9% |