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 | $112,349 | $77,813+44.4% | $123,544-9.1% | $64,186+75.0% |
| Participation rate | 72.2% | 74.7%-2.5pp | 82.3%-10.1pp | 69.6%+2.7pp |
| Annual return | -5.83% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,637 | $3,014-12.5% | $4,628-43.0% | $2,381+10.8% |
| Participant deferral / active EE | $6,979 | $5,240+33.2% | $6,426+8.6% | $3,470+101.1% |
| Admin fee / account holder | $4,885 | $5,519-11.5% | $9,284-47.4% | $4,888-0.1% |