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 | $77,035 | $91,538-15.8% | $129,995-40.7% | $75,163+2.5% |
| Participation rate | 78.7% | 71.4%+7.2pp | 78.5%+0.2pp | 67.2%+11.5pp |
| Annual return | 13.98% | -631.11%+645.1pp | -137.18%+151.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,939 | $2,845+3.3% | $4,320-32.0% | $2,670+10.1% |
| Participant deferral / active EE | $4,520 | $4,341+4.1% | $5,820-22.3% | $4,125+9.6% |
| Admin fee / account holder | $3,041 | $6,790-55.2% | $10,614-71.4% | $5,651-46.2% |