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 | $131,530 | $77,813+69.0% | $123,544+6.5% | $64,186+104.9% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -5.87% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,078 | $3,014+2.1% | $4,628-33.5% | $2,381+29.3% |
| Participant deferral / active EE | $6,232 | $5,240+18.9% | $6,426-3.0% | $3,470+79.6% |
| Admin fee / account holder | $1,892 | $5,519-65.7% | $9,284-79.6% | $4,888-61.3% |