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 | $142,497 | $77,813+83.1% | $123,544+15.3% | $64,186+122.0% |
| Participation rate | 76.7% | 74.7%+2.0pp | 82.3%-5.6pp | 69.6%+7.1pp |
| Annual return | -3.78% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,423 | $3,014-19.6% | $4,628-47.6% | $2,381+1.8% |
| Participant deferral / active EE | $4,517 | $5,240-13.8% | $6,426-29.7% | $3,470+30.2% |
| Admin fee / account holder | $54,947 | $5,519+895.6% | $9,284+491.9% | $4,888+1024.1% |