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 | $85,540 | $57,354+49.1% | $83,848+2.0% | $64,186+33.3% |
| Participation rate | 86.4% | 68.6%+17.8pp | 76.1%+10.2pp | 69.6%+16.8pp |
| Annual return | -7.58% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $655 | $2,545-74.3% | $3,631-82.0% | $2,381-72.5% |
| Participant deferral / active EE | $5,996 | $2,993+100.3% | $4,082+46.9% | $3,470+72.8% |
| Admin fee / account holder | $4,323 | $4,046+6.9% | $5,478-21.1% | $4,888-11.6% |