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 | $72,418 | $77,813-6.9% | $123,544-41.4% | $64,186+12.8% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | -4.69% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,423 | $3,014-19.6% | $4,628-47.6% | $2,381+1.8% |
| Participant deferral / active EE | $9,338 | $5,240+78.2% | $6,426+45.3% | $3,470+169.2% |
| Admin fee / account holder | $10,207 | $5,519+85.0% | $9,284+9.9% | $4,888+108.8% |