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 | $103,242 | $94,529+9.2% | $140,016-26.3% | $64,186+60.8% |
| Participation rate | 86.3% | 84.1%+2.2pp | 87.5%-1.2pp | 69.6%+16.7pp |
| Annual return | -0.42% | 7.77%-8.2pp | 651.12%-651.5pp | 7.63%-8.1pp |
| Employer contribution / active EE | $2,258 | $3,812-40.8% | $5,606-59.7% | $2,381-5.2% |
| Participant deferral / active EE | $4,813 | $5,250-8.3% | $6,927-30.5% | $3,470+38.7% |
| Admin fee / account holder | $2,446 | $6,741-63.7% | $10,705-77.2% | $4,888-50.0% |