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 | $78,534 | $77,813+0.9% | $123,544-36.4% | $64,186+22.4% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.3pp |
| Annual return | -4.95% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,224 | $3,014-59.4% | $4,628-73.6% | $2,381-48.6% |
| Participant deferral / active EE | $5,983 | $5,240+14.2% | $6,426-6.9% | $3,470+72.4% |
| Admin fee / account holder | $1,234 | $5,519-77.6% | $9,284-86.7% | $4,888-74.8% |