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 | $71,653 | $77,813-7.9% | $123,544-42.0% | $64,186+11.6% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.3pp | 69.6%+8.4pp |
| Annual return | -2.10% | 12.48%-14.6pp | 119.20%-121.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,521 | $3,014-49.5% | $4,628-67.1% | $2,381-36.1% |
| Participant deferral / active EE | $2,258 | $5,240-56.9% | $6,426-64.9% | $3,470-34.9% |
| Admin fee / account holder | $20,907 | $5,519+278.8% | $9,284+125.2% | $4,888+327.7% |