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 | $69,605 | $77,813-10.5% | $123,544-43.7% | $64,186+8.4% |
| Participation rate | 95.0% | 74.7%+20.3pp | 82.3%+12.7pp | 69.6%+25.4pp |
| Annual return | -5.15% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,883 | $3,014-4.4% | $4,628-37.7% | $2,381+21.1% |
| Participant deferral / active EE | $5,161 | $5,240-1.5% | $6,426-19.7% | $3,470+48.7% |
| Admin fee / account holder | $5,186 | $5,519-6.0% | $9,284-44.1% | $4,888+6.1% |