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 | $110,496 | $99,032+11.6% | $80,019+38.1% | $135,375-18.4% |
| Participation rate | 87.0% | 78.4%+8.6pp | 75.8%+11.1pp | 82.6%+4.3pp |
| Annual return | -4.53% | 15.39%-19.9pp | 11.22%-15.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,755 | $3,043-9.5% | $2,468+11.6% | $4,779-42.3% |
| Participant deferral / active EE | $4,225 | $4,282-1.3% | $3,686+14.6% | $5,609-24.7% |
| Admin fee / account holder | $6,377 | $10,436-38.9% | $6,521-2.2% | $10,827-41.1% |