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 | $117,275 | $77,813+50.7% | $123,544-5.1% | $64,186+82.7% |
| Participation rate | 74.1% | 74.7%-0.6pp | 82.3%-8.2pp | 69.6%+4.5pp |
| Annual return | -3.55% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $869 | $3,014-71.2% | $4,628-81.2% | $2,381-63.5% |
| Participant deferral / active EE | $3,980 | $5,240-24.1% | $6,426-38.1% | $3,470+14.7% |
| Admin fee / account holder | $3,196 | $5,519-42.1% | $9,284-65.6% | $4,888-34.6% |