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 | $78,175 | $77,813+0.5% | $123,544-36.7% | $64,186+21.8% |
| Participation rate | 87.2% | 74.7%+12.5pp | 82.3%+4.9pp | 69.6%+17.7pp |
| Annual return | -3.73% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,569 | $3,014-14.7% | $4,628-44.5% | $2,381+7.9% |
| Participant deferral / active EE | $5,566 | $5,240+6.2% | $6,426-13.4% | $3,470+60.4% |
| Admin fee / account holder | $16,796 | $5,519+204.3% | $9,284+80.9% | $4,888+243.6% |