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 | $80,368 | $77,813+3.3% | $123,544-34.9% | $64,186+25.2% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -1.77% | 12.48%-14.3pp | 119.20%-121.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $1,999 | $3,014-33.7% | $4,628-56.8% | $2,381-16.0% |
| Participant deferral / active EE | $5,499 | $5,240+4.9% | $6,426-14.4% | $3,470+58.5% |
| Admin fee / account holder | $38,661 | $5,519+600.5% | $9,284+316.4% | $4,888+690.9% |