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 | $95,987 | $77,813+23.4% | $123,544-22.3% | $64,186+49.5% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | -6.09% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,986 | $3,014-34.1% | $4,628-57.1% | $2,381-16.6% |
| Participant deferral / active EE | $4,822 | $5,240-8.0% | $6,426-25.0% | $3,470+39.0% |
| Admin fee / account holder | $12,956 | $5,519+134.8% | $9,284+39.6% | $4,888+165.1% |