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 | $100,478 | $54,726+83.6% | $68,793+46.1% | $64,186+56.5% |
| Participation rate | 80.5% | 68.0%+12.4pp | 72.2%+8.2pp | 69.6%+10.9pp |
| Annual return | -5.93% | -1.62%-4.3pp | -4.63%-1.3pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,154 | $1,846-37.5% | $2,625-56.0% | $2,381-51.5% |
| Participant deferral / active EE | $4,596 | $2,626+75.0% | $3,311+38.8% | $3,470+32.5% |
| Admin fee / account holder | $11,746 | $4,027+191.7% | $5,131+128.9% | $4,888+140.3% |