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 | $81,481 | $77,813+4.7% | $123,544-34.0% | $64,186+26.9% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.3%+8.6pp | 69.6%+21.3pp |
| Annual return | -5.19% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,173 | $3,014-61.1% | $4,628-74.7% | $2,381-50.7% |
| Participant deferral / active EE | $3,253 | $5,240-37.9% | $6,426-49.4% | $3,470-6.2% |
| Admin fee / account holder | $938 | $5,519-83.0% | $9,284-89.9% | $4,888-80.8% |