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 | $106,587 | $77,813+37.0% | $123,544-13.7% | $64,186+66.1% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -6.08% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,941 | $3,014-2.4% | $4,628-36.4% | $2,381+23.5% |
| Participant deferral / active EE | $4,089 | $5,240-22.0% | $6,426-36.4% | $3,470+17.9% |
| Admin fee / account holder | $1,429 | $5,519-74.1% | $9,284-84.6% | $4,888-70.8% |