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 | $90,883 | $77,813+16.8% | $123,544-26.4% | $64,186+41.6% |
| Participation rate | 88.6% | 74.7%+13.9pp | 82.3%+6.3pp | 69.6%+19.1pp |
| Annual return | -4.92% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,365 | $5,240+78.7% | $6,426+45.7% | $3,470+169.9% |
| Admin fee / account holder | $9,194 | $5,519+66.6% | $9,284-1.0% | $4,888+88.1% |