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 | $115,823 | $77,813+48.8% | $123,544-6.2% | $64,186+80.5% |
| Participation rate | 84.1% | 74.7%+9.4pp | 82.3%+1.9pp | 69.6%+14.6pp |
| Annual return | -5.01% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,857 | $3,014-38.4% | $4,628-59.9% | $2,381-22.0% |
| Participant deferral / active EE | $6,370 | $5,240+21.6% | $6,426-0.9% | $3,470+83.6% |
| Admin fee / account holder | $2,386 | $5,519-56.8% | $9,284-74.3% | $4,888-51.2% |