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 | $88,160 | $77,813+13.3% | $123,544-28.6% | $64,186+37.4% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.3%+14.2pp | 69.6%+26.9pp |
| Annual return | -3.83% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,915 | $3,014-3.3% | $4,628-37.0% | $2,381+22.5% |
| Participant deferral / active EE | $6,334 | $5,240+20.9% | $6,426-1.4% | $3,470+82.6% |
| Admin fee / account holder | $20,368 | $5,519+269.1% | $9,284+119.4% | $4,888+316.7% |