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 | $80,023 | $77,813+2.8% | $123,544-35.2% | $64,186+24.7% |
| Participation rate | 86.5% | 74.7%+11.8pp | 82.3%+4.2pp | 69.6%+17.0pp |
| Annual return | -6.71% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,062 | $3,014-31.6% | $4,628-55.4% | $2,381-13.4% |
| Participant deferral / active EE | $3,951 | $5,240-24.6% | $6,426-38.5% | $3,470+13.9% |
| Admin fee / account holder | $1,212 | $5,519-78.0% | $9,284-86.9% | $4,888-75.2% |