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 | $113,825 | $77,813+46.3% | $123,544-7.9% | $64,186+77.3% |
| Participation rate | 82.6% | 74.7%+7.9pp | 82.3%+0.3pp | 69.6%+13.0pp |
| Annual return | -4.56% | 12.48%-17.0pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,408 | $5,240+60.5% | $6,426+30.8% | $3,470+142.3% |
| Admin fee / account holder | $11,844 | $5,519+114.6% | $9,284+27.6% | $4,888+142.3% |