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 | $74,296 | $77,813-4.5% | $123,544-39.9% | $64,186+15.8% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -6.44% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,253 | $3,014-25.3% | $4,628-51.3% | $2,381-5.4% |
| Participant deferral / active EE | $9,100 | $5,240+73.7% | $6,426+41.6% | $3,470+162.3% |
| Admin fee / account holder | $323 | $5,519-94.1% | $9,284-96.5% | $4,888-93.4% |