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 | $85,337 | $77,813+9.7% | $123,544-30.9% | $64,186+33.0% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.0pp |
| Annual return | -4.60% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,119 | $3,014-62.9% | $4,628-75.8% | $2,381-53.0% |
| Participant deferral / active EE | $2,649 | $5,240-49.4% | $6,426-58.8% | $3,470-23.6% |
| Admin fee / account holder | $330 | $5,519-94.0% | $9,284-96.4% | $4,888-93.2% |