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 | $70,106 | $52,836+32.7% | $105,738-33.7% | $64,186+9.2% |
| Participation rate | 90.3% | 66.5%+23.8pp | 76.3%+14.0pp | 69.6%+20.8pp |
| Annual return | -6.43% | 14.30%-20.7pp | 6.27%-12.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $780 | $1,827-57.3% | $3,268-76.1% | $2,381-67.3% |
| Participant deferral / active EE | $5,130 | $2,545+101.5% | $4,080+25.7% | $3,470+47.9% |
| Admin fee / account holder | $10,379 | $3,959+162.2% | $6,913+50.1% | $4,888+112.3% |