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 | $106,616 | $84,527+26.1% | $67,711+57.5% | $125,391-15.0% |
| Participation rate | 83.3% | 74.8%+8.5pp | 67.5%+15.8pp | 83.2%+0.1pp |
| Annual return | -0.39% | 2.57%-3.0pp | 25.41%-25.8pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,929 | $3,292-41.4% | $2,559-24.6% | $4,866-60.4% |
| Participant deferral / active EE | $4,591 | $4,429+3.7% | $3,585+28.1% | $5,352-14.2% |
| Admin fee / account holder | $22,392 | $5,340+319.3% | $4,255+426.3% | $9,540+134.7% |