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 | $90,382 | $77,813+16.2% | $123,544-26.8% | $64,186+40.8% |
| Participation rate | 84.5% | 74.7%+9.8pp | 82.3%+2.2pp | 69.6%+14.9pp |
| Annual return | -5.76% | 12.48%-18.2pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,178 | $3,014-27.7% | $4,628-52.9% | $2,381-8.5% |
| Participant deferral / active EE | $8,948 | $5,240+70.8% | $6,426+39.3% | $3,470+157.9% |
| Admin fee / account holder | $13,018 | $5,519+135.9% | $9,284+40.2% | $4,888+166.3% |