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 | $82,807 | $77,813+6.4% | $123,544-33.0% | $64,186+29.0% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.0pp |
| Annual return | -7.74% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,648 | $3,014-45.3% | $4,628-64.4% | $2,381-30.8% |
| Participant deferral / active EE | $6,411 | $5,240+22.4% | $6,426-0.2% | $3,470+84.8% |
| Admin fee / account holder | $2,363 | $5,519-57.2% | $9,284-74.5% | $4,888-51.7% |