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 | $113,022 | $77,813+45.2% | $123,544-8.5% | $64,186+76.1% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | -5.26% | 12.48%-17.7pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,013 | $3,014+33.2% | $4,628-13.3% | $2,381+68.6% |
| Participant deferral / active EE | $7,488 | $5,240+42.9% | $6,426+16.5% | $3,470+115.8% |
| Admin fee / account holder | $4,883 | $5,519-11.5% | $9,284-47.4% | $4,888-0.1% |