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 | $93,317 | $46,674+99.9% | $117,472-20.6% | $68,494+36.2% |
| Participation rate | 88.6% | 56.8%+31.9pp | 70.6%+18.0pp | 67.9%+20.7pp |
| Annual return | -16.55% | -14.52%-2.0pp | 29.74%-46.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,880 | $1,505+25.0% | $4,176-55.0% | $2,596-27.6% |
| Participant deferral / active EE | $5,969 | $2,636+126.4% | $4,070+46.6% | $4,027+48.2% |
| Admin fee / account holder | $583 | $4,020-85.5% | $5,645-89.7% | $5,403-89.2% |