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 | $95,327 | $77,813+22.5% | $123,544-22.8% | $64,186+48.5% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.3%+8.6pp | 69.6%+21.3pp |
| Annual return | -2.70% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $3,822 | $3,014+26.8% | $4,628-17.4% | $2,381+60.5% |
| Participant deferral / active EE | $8,901 | $5,240+69.9% | $6,426+38.5% | $3,470+156.5% |
| Admin fee / account holder | $1,892 | $5,519-65.7% | $9,284-79.6% | $4,888-61.3% |