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 | $83,857 | $77,813+7.8% | $123,544-32.1% | $64,186+30.6% |
| Participation rate | 84.6% | 74.7%+9.9pp | 82.3%+2.3pp | 69.6%+15.0pp |
| Annual return | -1.04% | 12.48%-13.5pp | 119.20%-120.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,548 | $3,014-15.5% | $4,628-44.9% | $2,381+7.0% |
| Participant deferral / active EE | $10,918 | $5,240+108.4% | $6,426+69.9% | $3,470+214.7% |
| Admin fee / account holder | $6,079 | $5,519+10.1% | $9,284-34.5% | $4,888+24.4% |