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 | $75,985 | $77,813-2.4% | $123,544-38.5% | $64,186+18.4% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -6.86% | 12.48%-19.3pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,193 | $3,014+39.1% | $4,628-9.4% | $2,381+76.1% |
| Participant deferral / active EE | $7,875 | $5,240+50.3% | $6,426+22.6% | $3,470+127.0% |
| Admin fee / account holder | $17,918 | $5,519+224.7% | $9,284+93.0% | $4,888+266.6% |