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 | $98,448 | $77,813+26.5% | $123,544-20.3% | $64,186+53.4% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -6.94% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $980 | $3,014-67.5% | $4,628-78.8% | $2,381-58.8% |
| Participant deferral / active EE | $6,699 | $5,240+27.9% | $6,426+4.3% | $3,470+93.1% |
| Admin fee / account holder | $5,098 | $5,519-7.6% | $9,284-45.1% | $4,888+4.3% |