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 | $94,901 | $77,813+22.0% | $123,544-23.2% | $64,186+47.9% |
| Participation rate | 79.6% | 74.7%+4.9pp | 82.3%-2.7pp | 69.6%+10.1pp |
| Annual return | -4.01% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,639 | $5,240-30.5% | $6,426-43.4% | $3,470+4.9% |
| Admin fee / account holder | $6,087 | $5,519+10.3% | $9,284-34.4% | $4,888+24.5% |