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 | $90,807 | $77,813+16.7% | $123,544-26.5% | $64,186+41.5% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.8pp |
| Annual return | -7.56% | 12.48%-20.0pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,463 | $3,014-18.3% | $4,628-46.8% | $2,381+3.5% |
| Participant deferral / active EE | $9,551 | $5,240+82.3% | $6,426+48.6% | $3,470+175.3% |
| Admin fee / account holder | $615 | $5,519-88.9% | $9,284-93.4% | $4,888-87.4% |