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 | $100,992 | $77,813+29.8% | $123,544-18.3% | $64,186+57.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.81% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,860 | $3,014-38.3% | $4,628-59.8% | $2,381-21.9% |
| Participant deferral / active EE | $5,112 | $5,240-2.4% | $6,426-20.4% | $3,470+47.3% |
| Admin fee / account holder | $17,894 | $5,519+224.2% | $9,284+92.7% | $4,888+266.1% |