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 | $74,003 | $77,813-4.9% | $123,544-40.1% | $64,186+15.3% |
| Participation rate | 89.3% | 74.7%+14.6pp | 82.3%+7.0pp | 69.6%+19.7pp |
| Annual return | -5.82% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,403 | $3,014-53.4% | $4,628-69.7% | $2,381-41.1% |
| Participant deferral / active EE | $5,413 | $5,240+3.3% | $6,426-15.8% | $3,470+56.0% |
| Admin fee / account holder | $2,610 | $5,519-52.7% | $9,284-71.9% | $4,888-46.6% |