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 | $72,512 | $57,354+26.4% | $83,848-13.5% | $64,186+13.0% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | -1.89% | 11.38%-13.3pp | 850.88%-852.8pp | 7.63%-9.5pp |
| Employer contribution / active EE | $3,165 | $2,545+24.3% | $3,631-12.8% | $2,381+32.9% |
| Participant deferral / active EE | $5,145 | $2,993+71.9% | $4,082+26.1% | $3,470+48.3% |
| Admin fee / account holder | $8,965 | $4,046+121.6% | $5,478+63.6% | $4,888+83.4% |