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 | $66,004 | $77,813-15.2% | $123,544-46.6% | $64,186+2.8% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.3%+9.6pp | 69.6%+22.3pp |
| Annual return | -5.70% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,640 | $3,014-12.4% | $4,628-43.0% | $2,381+10.9% |
| Participant deferral / active EE | $6,262 | $5,240+19.5% | $6,426-2.5% | $3,470+80.5% |
| Admin fee / account holder | $3,356 | $5,519-39.2% | $9,284-63.9% | $4,888-31.3% |