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 | $87,572 | $77,813+12.5% | $123,544-29.1% | $64,186+36.4% |
| Participation rate | 88.5% | 74.7%+13.8pp | 82.3%+6.2pp | 69.6%+18.9pp |
| Annual return | -6.20% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,436 | $3,014-19.2% | $4,628-47.4% | $2,381+2.3% |
| Participant deferral / active EE | $5,331 | $5,240+1.7% | $6,426-17.0% | $3,470+53.7% |
| Admin fee / account holder | $3,986 | $5,519-27.8% | $9,284-57.1% | $4,888-18.4% |