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 | $89,853 | $77,813+15.5% | $123,544-27.3% | $64,186+40.0% |
| Participation rate | 75.8% | 74.7%+1.0pp | 82.3%-6.5pp | 69.6%+6.2pp |
| Annual return | -4.85% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,216 | $3,014-26.5% | $4,628-52.1% | $2,381-6.9% |
| Participant deferral / active EE | $7,384 | $5,240+40.9% | $6,426+14.9% | $3,470+112.8% |
| Admin fee / account holder | $1,448 | $5,519-73.8% | $9,284-84.4% | $4,888-70.4% |