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 | $95,167 | $77,813+22.3% | $123,544-23.0% | $64,186+48.3% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -4.79% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,020 | $3,014-33.0% | $4,628-56.3% | $2,381-15.1% |
| Participant deferral / active EE | $5,442 | $5,240+3.8% | $6,426-15.3% | $3,470+56.8% |
| Admin fee / account holder | $2,231 | $5,519-59.6% | $9,284-76.0% | $4,888-54.4% |