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 | $58,583 | $77,813-24.7% | $123,544-52.6% | $64,186-8.7% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -6.50% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,624 | $3,014-46.1% | $4,628-64.9% | $2,381-31.8% |
| Participant deferral / active EE | $4,837 | $5,240-7.7% | $6,426-24.7% | $3,470+39.4% |
| Admin fee / account holder | $387 | $5,519-93.0% | $9,284-95.8% | $4,888-92.1% |