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 | $77,932 | $87,540-11.0% | $75,781+2.8% | $125,391-37.8% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -2.01% | 13.48%-15.5pp | 9.68%-11.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $6,250 | $3,930+59.0% | $3,323+88.1% | $4,866+28.4% |
| Participant deferral / active EE | $8,252 | $4,229+95.1% | $3,651+126.0% | $5,352+54.2% |
| Admin fee / account holder | $15,578 | $6,502+139.6% | $5,299+194.0% | $9,540+63.3% |