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 | $92,781 | $71,883+29.1% | $86,677+7.0% | $68,494+35.5% |
| Participation rate | 80.9% | 72.2%+8.6pp | 76.6%+4.3pp | 67.9%+13.0pp |
| Annual return | -4.91% | 3.52%-8.4pp | 35.91%-40.8pp | -7.84%+2.9pp |
| Employer contribution / active EE | $1,912 | $2,173-12.0% | $2,836-32.6% | $2,596-26.4% |
| Participant deferral / active EE | $4,525 | $3,779+19.7% | $4,656-2.8% | $4,027+12.4% |
| Admin fee / account holder | $28,120 | $6,112+360.1% | $7,493+275.3% | $5,403+420.5% |