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 | $78,615 | $77,813+1.0% | $123,544-36.4% | $64,186+22.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.91% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,195 | $3,014+6.0% | $4,628-31.0% | $2,381+34.2% |
| Participant deferral / active EE | $3,359 | $5,240-35.9% | $6,426-47.7% | $3,470-3.2% |
| Admin fee / account holder | $657 | $5,519-88.1% | $9,284-92.9% | $4,888-86.6% |