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 | $90,659 | $57,354+58.1% | $83,848+8.1% | $64,186+41.2% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.1pp | 69.6%+18.7pp |
| Annual return | -6.24% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $854 | $2,545-66.4% | $3,631-76.5% | $2,381-64.1% |
| Participant deferral / active EE | $6,029 | $2,993+101.4% | $4,082+47.7% | $3,470+73.8% |
| Admin fee / account holder | $362 | $4,046-91.0% | $5,478-93.4% | $4,888-92.6% |