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 | $68,713 | $77,813-11.7% | $123,544-44.4% | $64,186+7.1% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -6.21% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $7,528 | $3,014+149.8% | $4,628+62.7% | $2,381+216.2% |
| Participant deferral / active EE | $6,610 | $5,240+26.2% | $6,426+2.9% | $3,470+90.5% |
| Admin fee / account holder | $1,204 | $5,519-78.2% | $9,284-87.0% | $4,888-75.4% |