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 | $85,893 | $77,813+10.4% | $123,544-30.5% | $64,186+33.8% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -3.37% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $4,200 | $3,014+39.4% | $4,628-9.2% | $2,381+76.4% |
| Participant deferral / active EE | $7,878 | $5,240+50.3% | $6,426+22.6% | $3,470+127.1% |
| Admin fee / account holder | $23,939 | $5,519+333.8% | $9,284+157.9% | $4,888+389.7% |