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 | $106,029 | $77,813+36.3% | $123,544-14.2% | $64,186+65.2% |
| Participation rate | 89.5% | 74.7%+14.8pp | 82.3%+7.2pp | 69.6%+19.9pp |
| Annual return | -7.95% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $607 | $3,014-79.8% | $4,628-86.9% | $2,381-74.5% |
| Participant deferral / active EE | $3,801 | $5,240-27.5% | $6,426-40.8% | $3,470+9.6% |
| Admin fee / account holder | $8,706 | $5,519+57.8% | $9,284-6.2% | $4,888+78.1% |