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 | $124,085 | $72,177+71.9% | $115,037+7.9% | $59,632+108.1% |
| Participation rate | 75.9% | 72.6%+3.3pp | 81.4%-5.5pp | 68.7%+7.2pp |
| Annual return | -0.29% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,875 | $2,841-34.0% | $4,608-59.3% | $2,203-14.9% |
| Participant deferral / active EE | $5,253 | $4,783+9.8% | $6,026-12.8% | $3,192+64.6% |
| Admin fee / account holder | $2,755 | $4,927-44.1% | $8,175-66.3% | $4,297-35.9% |