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 | $109,053 | $99,032+10.1% | $80,019+36.3% | $135,375-19.4% |
| Participation rate | 95.0% | 78.4%+16.6pp | 75.8%+19.2pp | 82.6%+12.4pp |
| Annual return | -3.35% | 15.39%-18.7pp | 11.22%-14.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,324 | $3,043-56.5% | $2,468-46.4% | $4,779-72.3% |
| Participant deferral / active EE | $2,645 | $4,282-38.2% | $3,686-28.2% | $5,609-52.8% |
| Admin fee / account holder | $13,766 | $10,436+31.9% | $6,521+111.1% | $10,827+27.1% |