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 | $109,925 | $77,813+41.3% | $123,544-11.0% | $64,186+71.3% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -4.05% | 12.48%-16.5pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,229 | $3,014-26.0% | $4,628-51.8% | $2,381-6.4% |
| Participant deferral / active EE | $5,829 | $5,240+11.2% | $6,426-9.3% | $3,470+68.0% |
| Admin fee / account holder | $8,305 | $5,519+50.5% | $9,284-10.5% | $4,888+69.9% |