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 | $92,988 | $77,813+19.5% | $123,544-24.7% | $64,186+44.9% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -7.89% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,685 | $3,014+22.3% | $4,628-20.4% | $2,381+54.8% |
| Participant deferral / active EE | $6,063 | $5,240+15.7% | $6,426-5.6% | $3,470+74.7% |
| Admin fee / account holder | $6,257 | $5,519+13.4% | $9,284-32.6% | $4,888+28.0% |