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 | $97,009 | $64,707+49.9% | $112,228-13.6% | $68,494+41.6% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.1%-2.0pp | 67.9%+5.2pp |
| Annual return | -14.69% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,240 | $2,746+18.0% | $3,635-10.9% | $2,596+24.8% |
| Participant deferral / active EE | $9,611 | $3,565+169.6% | $4,728+103.3% | $4,027+138.7% |
| Admin fee / account holder | $1,273 | $5,232-75.7% | $6,410-80.1% | $5,403-76.4% |