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 | $71,803 | $77,813-7.7% | $123,544-41.9% | $64,186+11.9% |
| Participation rate | 74.1% | 74.7%-0.6pp | 82.3%-8.2pp | 69.6%+4.5pp |
| Annual return | -4.93% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,050 | $3,014-32.0% | $4,628-55.7% | $2,381-13.9% |
| Participant deferral / active EE | $5,331 | $5,240+1.7% | $6,426-17.0% | $3,470+53.7% |
| Admin fee / account holder | $7,502 | $5,519+35.9% | $9,284-19.2% | $4,888+53.5% |