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 | $103,081 | $77,813+32.5% | $123,544-16.6% | $64,186+60.6% |
| Participation rate | 93.8% | 74.7%+19.0pp | 82.3%+11.5pp | 69.6%+24.2pp |
| Annual return | -6.58% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,801 | $3,014-7.1% | $4,628-39.5% | $2,381+17.7% |
| Participant deferral / active EE | $4,966 | $5,240-5.2% | $6,426-22.7% | $3,470+43.1% |
| Admin fee / account holder | $747 | $5,519-86.5% | $9,284-92.0% | $4,888-84.7% |