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 | $113,787 | $77,813+46.2% | $123,544-7.9% | $64,186+77.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.70% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,209 | $3,014+6.5% | $4,628-30.6% | $2,381+34.8% |
| Participant deferral / active EE | $8,486 | $5,240+62.0% | $6,426+32.1% | $3,470+144.6% |
| Admin fee / account holder | $1,172 | $5,519-78.8% | $9,284-87.4% | $4,888-76.0% |