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 | $98,024 | $77,813+26.0% | $123,544-20.7% | $64,186+52.7% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -4.59% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,229 | $3,014+7.2% | $4,628-30.2% | $2,381+35.6% |
| Participant deferral / active EE | $8,085 | $5,240+54.3% | $6,426+25.8% | $3,470+133.0% |
| Admin fee / account holder | $7,940 | $5,519+43.9% | $9,284-14.5% | $4,888+62.4% |