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 | $95,349 | $77,813+22.5% | $123,544-22.8% | $64,186+48.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 82.3%+1.0pp | 69.6%+13.8pp |
| Annual return | -5.27% | 12.48%-17.8pp | 119.20%-124.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,546 | $3,014-48.7% | $4,628-66.6% | $2,381-35.1% |
| Participant deferral / active EE | $5,243 | $5,240+0.1% | $6,426-18.4% | $3,470+51.1% |
| Admin fee / account holder | $19,567 | $5,519+254.6% | $9,284+110.8% | $4,888+300.3% |