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 | $97,426 | $65,435+48.9% | $86,677+12.4% | $66,914+45.6% |
| Participation rate | 95.7% | 75.5%+20.2pp | 76.6%+19.1pp | 69.8%+25.8pp |
| Annual return | -13.58% | -10.89%-2.7pp | 35.91%-49.5pp | 1.58%-15.2pp |
| Employer contribution / active EE | $4,407 | $2,153+104.7% | $2,836+55.4% | $2,544+73.2% |
| Participant deferral / active EE | $8,254 | $4,100+101.3% | $4,656+77.3% | $4,237+94.8% |
| Admin fee / account holder | $3,083 | $642+380.6% | $7,493-58.9% | $593+419.7% |