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 | $137,883 | $77,813+77.2% | $123,544+11.6% | $64,186+114.8% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -4.25% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,793 | $3,014-7.3% | $4,628-39.7% | $2,381+17.3% |
| Participant deferral / active EE | $3,516 | $5,240-32.9% | $6,426-45.3% | $3,470+1.3% |
| Admin fee / account holder | $10,708 | $5,519+94.0% | $9,284+15.3% | $4,888+119.1% |