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 | $95,507 | $77,813+22.7% | $123,544-22.7% | $64,186+48.8% |
| Participation rate | 87.1% | 74.7%+12.4pp | 82.3%+4.8pp | 69.6%+17.5pp |
| Annual return | -1.91% | 12.48%-14.4pp | 119.20%-121.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,608 | $3,014-13.5% | $4,628-43.6% | $2,381+9.5% |
| Participant deferral / active EE | $7,334 | $5,240+40.0% | $6,426+14.1% | $3,470+111.4% |
| Admin fee / account holder | $43,011 | $5,519+679.4% | $9,284+363.3% | $4,888+779.9% |