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 | $87,228 | $77,813+12.1% | $123,544-29.4% | $64,186+35.9% |
| Participation rate | 92.1% | 74.7%+17.4pp | 82.3%+9.8pp | 69.6%+22.5pp |
| Annual return | -5.10% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,500 | $3,014-17.1% | $4,628-46.0% | $2,381+5.0% |
| Participant deferral / active EE | $5,892 | $5,240+12.5% | $6,426-8.3% | $3,470+69.8% |
| Admin fee / account holder | $1,847 | $5,519-66.5% | $9,284-80.1% | $4,888-62.2% |