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 | $35,755 | $77,813-54.1% | $123,544-71.1% | $64,186-44.3% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | -7.30% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,521 | $3,014+16.8% | $4,628-23.9% | $2,381+47.9% |
| Participant deferral / active EE | $4,345 | $5,240-17.1% | $6,426-32.4% | $3,470+25.2% |
| Admin fee / account holder | $1,063 | $5,519-80.7% | $9,284-88.6% | $4,888-78.3% |