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 | $88,728 | $77,813+14.0% | $123,544-28.2% | $64,186+38.2% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -6.54% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,943 | $3,014-2.3% | $4,628-36.4% | $2,381+23.6% |
| Participant deferral / active EE | $6,269 | $5,240+19.6% | $6,426-2.4% | $3,470+80.7% |
| Admin fee / account holder | $7,323 | $5,519+32.7% | $9,284-21.1% | $4,888+49.8% |