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 | $119,263 | $77,813+53.3% | $123,544-3.5% | $64,186+85.8% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.6pp |
| Annual return | -4.59% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,767 | $3,014-8.2% | $4,628-40.2% | $2,381+16.2% |
| Participant deferral / active EE | $5,116 | $5,240-2.4% | $6,426-20.4% | $3,470+47.4% |
| Admin fee / account holder | $28,399 | $5,519+414.6% | $9,284+205.9% | $4,888+481.0% |