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 | $69,895 | $77,813-10.2% | $123,544-43.4% | $64,186+8.9% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.1pp |
| Annual return | -5.08% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $7,145 | $3,014+137.1% | $4,628+54.4% | $2,381+200.1% |
| Participant deferral / active EE | $4,154 | $5,240-20.7% | $6,426-35.4% | $3,470+19.7% |
| Admin fee / account holder | $16,715 | $5,519+202.9% | $9,284+80.0% | $4,888+241.9% |