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 | $78,681 | $77,813+1.1% | $123,544-36.3% | $64,186+22.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -5.44% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,425 | $3,014-19.6% | $4,628-47.6% | $2,381+1.8% |
| Participant deferral / active EE | $4,575 | $5,240-12.7% | $6,426-28.8% | $3,470+31.9% |
| Admin fee / account holder | $8,935 | $5,519+61.9% | $9,284-3.8% | $4,888+82.8% |