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 | $73,486 | $77,813-5.6% | $123,544-40.5% | $64,186+14.5% |
| Participation rate | 78.9% | 74.7%+4.2pp | 82.3%-3.4pp | 69.6%+9.3pp |
| Annual return | -5.08% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $4,218 | $3,014+40.0% | $4,628-8.9% | $2,381+77.2% |
| Participant deferral / active EE | $3,260 | $5,240-37.8% | $6,426-49.3% | $3,470-6.0% |
| Admin fee / account holder | $2,338 | $5,519-57.6% | $9,284-74.8% | $4,888-52.2% |