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 | $74,771 | $77,813-3.9% | $123,544-39.5% | $64,186+16.5% |
| Participation rate | 95.5% | 74.7%+20.7pp | 82.3%+13.2pp | 69.6%+25.9pp |
| Annual return | -4.91% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,192 | $3,014-27.3% | $4,628-52.6% | $2,381-7.9% |
| Participant deferral / active EE | $5,251 | $5,240+0.2% | $6,426-18.3% | $3,470+51.3% |
| Admin fee / account holder | $20,968 | $5,519+279.9% | $9,284+125.9% | $4,888+329.0% |