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 | $95,730 | $95,193+0.6% | $76,523+25.1% | $135,375-29.3% |
| Participation rate | 94.7% | 74.4%+20.3pp | 68.0%+26.7pp | 82.6%+12.1pp |
| Annual return | -5.53% | 4.85%-10.4pp | -0.27%-5.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $8,347 | $3,302+152.7% | $2,647+215.3% | $4,779+74.7% |
| Participant deferral / active EE | $5,240 | $4,639+12.9% | $3,835+36.6% | $5,609-6.6% |
| Admin fee / account holder | $9,375 | $6,249+50.0% | $4,848+93.4% | $10,827-13.4% |