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 | $87,521 | $77,813+12.5% | $123,544-29.2% | $64,186+36.4% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -3.62% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,096 | $3,014+35.9% | $4,628-11.5% | $2,381+72.1% |
| Participant deferral / active EE | $8,169 | $5,240+55.9% | $6,426+27.1% | $3,470+135.4% |
| Admin fee / account holder | $833 | $5,519-84.9% | $9,284-91.0% | $4,888-82.9% |