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 | $95,324 | $73,004+30.6% | $90,749+5.0% | $68,494+39.2% |
| Participation rate | 98.5% | 70.8%+27.6pp | 75.7%+22.8pp | 67.9%+30.6pp |
| Annual return | -10.49% | -13.81%+3.3pp | -12.16%+1.7pp | -7.84%-2.6pp |
| Employer contribution / active EE | $3,423 | $2,193+56.1% | $2,921+17.2% | $2,596+31.8% |
| Participant deferral / active EE | $6,159 | $3,627+69.8% | $4,564+35.0% | $4,027+52.9% |
| Admin fee / account holder | $15,623 | $5,896+165.0% | $8,445+85.0% | $5,403+189.2% |