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 | $114,735 | $77,813+47.4% | $123,544-7.1% | $64,186+78.8% |
| Participation rate | 80.9% | 74.7%+6.1pp | 82.3%-1.4pp | 69.6%+11.3pp |
| Annual return | -5.49% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,530 | $3,014-49.2% | $4,628-66.9% | $2,381-35.7% |
| Participant deferral / active EE | $7,659 | $5,240+46.2% | $6,426+19.2% | $3,470+120.7% |
| Admin fee / account holder | $1,308 | $5,519-76.3% | $9,284-85.9% | $4,888-73.2% |